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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Merriman Wealth Management
Washington
$779K – – –
SPFA
577
Summit Place Financial Advisors
New Jersey
$779K +$30.8K +1,590 +4%
CIC
578
Carnegie Investment Counsel
Ohio
$775K +$4.06K +210 +0.6%
CFG
579
Citizens Financial Group
Rhode Island
$769K -$13.4K -690 -2%
PAS
580
Park Avenue Securities
New York
$764K +$29K +1,497 +4%
RWRC
581
R.W. Roge & Company
New York
$752K -$6.85K -354 -1%
TAM
582
Townsend Asset Management
North Carolina
$733K +$6.73K +348 +1%
LSIA
583
LaSalle St. Investment Advisors
Illinois
$731K – – –
BAM
584
Belpointe Asset Management
Nevada
$728K -$147K -7,617 -18%
BFC
585
Bedel Financial Consulting
Indiana
$723K +$813 +42 +0.1%
ODIJL
586
One Day In July LLC
Vermont
$717K +$101K +5,214 +17%
NW
587
NewEdge Wealth
Pennsylvania
$716K +$443K +22,896 +168%
GC
588
Grimes & Company
Massachusetts
$716K -$2.73K -141 -0.4%
DT
589
Diversified Trust
Tennessee
$707K +$672K +34,728 New
HI
590
Hudock Inc
Pennsylvania
$703K -$57.5K -2,973 -8%
MA
591
MCF Advisors
Kentucky
$702K -$21.5K -1,110 -3%
CWA
592
Consilium Wealth Advisory
Texas
$701K – – –
AAS
593
Avantax Advisory Services
Texas
$700K +$116K +6,018 +21%
WA
594
Wealthstream Advisors
New York
$699K +$114K +5,886 +21%
AWM
595
AE Wealth Management
Kansas
$697K -$9.63M -497,616 -94%
AWA
596
Aletheian Wealth Advisors
Washington
$695K – – –
LNC
597
Lincoln National Corp
Pennsylvania
$693K -$29.6K -1,530 -4%
DP
598
Denver PWM
Colorado
$692K -$16.9K -873 -2%
WP
599
Westmount Partners
California
$680K +$29.7K +1,536 +5%
BFS
600
Burkett Financial Services
South Carolina
$679K +$16.7K +864 +3%
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