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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
576
Grant Street Asset Management
Pennsylvania
$1.36M +$15K +576 +1%
PIWA
577
Prevail Innovative Wealth Advisors
Kansas
$1.34M +$163K +6,280 +14%
AWA
578
Acorn Wealth Advisors
Michigan
$1.34M -$112K -4,318 -8%
PWS
579
Physician Wealth Solutions
Nevada
$1.33M -$47.6K -1,829 -3%
EF
580
Envision Financial
Wisconsin
$1.33M -$3.59K -138 -0.3%
KWM
581
Keebeck Wealth Management
Illinois
$1.31M +$286 +11 +0%
SW
582
SVB Wealth
Massachusetts
$1.31M -$357K -13,722 -22%
HC
583
Hurley Capital
New York
$1.3M +$26.2K +1,006 +2%
KA
584
KLCM Advisors
Wisconsin
$1.29M +$1.28M +49,359 New
CP
585
Cornerstone Planning
North Carolina
$1.28M +$1.28M +48,984 New
EGWAG
586
Elwood & Goetz Wealth Advisory Group
Georgia
$1.27M -$6.59K -253 -0.5%
GA
587
Greenspring Advisors
Maryland
$1.26M +$1.25M +48,080 New
EWA
588
EverSource Wealth Advisors
Alabama
$1.25M -$80.3K -3,083 -6%
FCMA
589
Foresight Capital Management Advisors
Michigan
$1.25M +$3.75K +144 +0.3%
WMWM
590
Whitaker-Myers Wealth Managers
Ohio
$1.24M +$2.68K +103 +0.2%
PIM
591
Penobscot Investment Management
Massachusetts
$1.23M – – –
MFG
592
Midwest Financial Group
Kansas
$1.23M +$2.71K +104 +0.2%
LWM
593
Lionshead Wealth Management
New York
$1.22M -$55.4K -2,130 -4%
WWM
594
Westwood Wealth Management
California
$1.22M +$1.21M +46,656 New
TF
595
Tompkins Financial
New York
$1.2M – – –
OC
596
Oarsman Capital
Wisconsin
$1.2M +$29.2K +1,122 +3%
FNBT
597
FineMark National Bank & Trust
Florida
$1.19M – – –
SHWM
598
Smith & Howard Wealth Management
Georgia
$1.19M -$40.3K -1,548 -3%
TIP
599
Tandem Investment Partners
New Jersey
$1.19M +$153K +5,894 +15%
PAS
600
Park Avenue Securities
New York
$1.19M +$87.7K +3,367 +8%
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