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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Apollon Wealth Management
South Carolina
$485K -$47.3K -3,144 -9%
JWM
577
Jeppson Wealth Management
California
$479K -$65.6K -4,362 -12%
RPSA
578
Richard P. Slaughter Associates
Texas
$477K -$16.8K -1,119 -3%
DAS
579
Dynamic Advisor Solutions
Arizona
$469K -$80.6K -5,361 -15%
CBFP
580
Cedar Brook Financial Partners
Ohio
$466K +$10.3K +687 +2%
KL
581
KilterHowling LLC
Colorado
$463K +$466K +30,999 New
FW
582
FirstPurpose Wealth
Utah
$459K -$50.7K -3,375 -10%
SIMG
583
Sonora Investment Management Group
Arizona
$455K +$458K +30,462 New
MWM
584
Mission Wealth Management
California
$453K +$78.3K +5,208 +21%
IIC
585
Ironwood Investment Counsel
Arizona
$453K – – –
APP
586
Avantax Planning Partners
Iowa
$451K -$23.7K -1,578 -5%
RWA
587
Redmont Wealth Advisors
Illinois
$448K – – –
BAM
588
Bosun Asset Management
Illinois
$448K – – –
HBT
589
Hills Bank & Trust
Iowa
$448K – – –
CFB
590
Cullen/Frost Bankers
Texas
$444K – – –
AL
591
ACAS LLC
California
$441K +$444K +29,517 New
NSIM
592
North Star Investment Management
Illinois
$438K – – –
WP
593
Westmount Partners
California
$438K +$441K +29,337 New
RI
594
Rinkey Investments
California
$431K -$2.12K -141 -0.5%
FM
595
Foster & Motley
Ohio
$431K -$6.45K -429 -1%
IFA
596
Index Fund Advisors
California
$431K +$1.58K +105 +0.4%
GC
597
Gilbert & Cook
Iowa
$423K – – –
FCA
598
FinTrust Capital Advisors
South Carolina
$418K +$262K +17,412 +165%
WAM
599
Weatherly Asset Management
California
$417K +$451 +30 +0.1%
IF
600
Ironwood Financial
Arizona
$412K +$73.4K +4,887 +22%
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