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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
576
Lionshead Wealth Management
New York
$1.16M +$16.5K +750 +2%
SSWM
577
Smith Salley Wealth Management
North Carolina
$1.16M +$25K +1,135 +2%
HC
578
Hurley Capital
New York
$1.15M +$5.02K +228 +0.5%
WHCI
579
W.H. Cornerstone Investments
Massachusetts
$1.15M +$119K +5,401 +13%
SWM
580
SpringVest Wealth Management
Texas
$1.13M +$247K +11,193 +31%
SHWM
581
Smith & Howard Wealth Management
Georgia
$1.13M -$4.65K -211 -0.4%
FCMA
582
Foresight Capital Management Advisors
Michigan
$1.13M +$3K +136 +0.3%
WMWM
583
Whitaker-Myers Wealth Managers
Ohio
$1.13M -$11.1K -505 -1%
CIC
584
Carnegie Investment Counsel
Ohio
$1.12M +$201K +9,146 +24%
MFG
585
Midwest Financial Group
Kansas
$1.11M +$3.04K +138 +0.3%
TF
586
Tompkins Financial
New York
$1.09M – – –
PL
587
Plancorp LLC
Missouri
$1.08M +$26K +1,182 +3%
MWM
588
Mission Wealth Management
California
$1.07M +$4.23K +192 +0.4%
LKBC
589
L.K. Benson & Company
Maryland
$1.07M +$3.81K +173 +0.4%
KFP
590
KMG Fiduciary Partners
Ohio
$1.06M – – –
OPWM
591
Oakwell Private Wealth Management
Texas
$1.05M – – –
CCM
592
Chilton Capital Management
Texas
$1.04M +$11.4K +517 +1%
PIWA
593
Prevail Innovative Wealth Advisors
Kansas
$1.04M +$212K +9,631 +28%
CCM
594
Colorado Capital Management
Colorado
$1.03M – – –
TPWM
595
Twelve Points Wealth Management
Massachusetts
$1.02M – – –
MCM
596
Mengis Capital Management
Oregon
$1.01M +$1.01K +46 +0.1%
BFS
597
Burkett Financial Services
South Carolina
$1M -$20.8K -942 -2%
FA
598
FF Advisors
California
$1M +$3.57K +162 +0.4%
DI
599
Diligent Investors
California
$999K -$121K -5,488 -12%
FEM
600
Fulcrum Equity Management
Texas
$996K +$149K +6,783 +19%
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