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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
576
Attessa Capital
Arizona
$1.36M -$29.2K -1,121 -2%
GSAM
577
Grant Street Asset Management
Pennsylvania
$1.36M +$15K +576 +1%
PIWA
578
Prevail Innovative Wealth Advisors
Kansas
$1.34M +$163K +6,280 +14%
AWA
579
Acorn Wealth Advisors
Michigan
$1.34M -$112K -4,318 -8%
PWS
580
Physician Wealth Solutions
Nevada
$1.33M -$47.6K -1,829 -3%
EF
581
Envision Financial
Wisconsin
$1.33M -$3.59K -138 -0.3%
KWM
582
Keebeck Wealth Management
Illinois
$1.31M +$286 +11 +0%
SW
583
SVB Wealth
Massachusetts
$1.31M -$357K -13,722 -22%
HC
584
Hurley Capital
New York
$1.3M +$26.2K +1,006 +2%
KA
585
KLCM Advisors
Wisconsin
$1.29M +$1.28M +49,359 New
CP
586
Cornerstone Planning
North Carolina
$1.28M +$1.28M +48,984 New
EGWAG
587
Elwood & Goetz Wealth Advisory Group
Georgia
$1.27M -$6.59K -253 -0.5%
GA
588
Greenspring Advisors
Maryland
$1.26M +$1.25M +48,080 New
EWA
589
EverSource Wealth Advisors
Alabama
$1.25M -$80.3K -3,083 -6%
FCMA
590
Foresight Capital Management Advisors
Michigan
$1.25M +$3.75K +144 +0.3%
WMWM
591
Whitaker-Myers Wealth Managers
Ohio
$1.24M +$2.68K +103 +0.2%
PIM
592
Penobscot Investment Management
Massachusetts
$1.23M – – –
MFG
593
Midwest Financial Group
Kansas
$1.23M +$2.71K +104 +0.2%
LWM
594
Lionshead Wealth Management
New York
$1.22M -$55.4K -2,130 -4%
WWM
595
Westwood Wealth Management
California
$1.22M +$1.21M +46,656 New
TF
596
Tompkins Financial
New York
$1.2M – – –
OC
597
Oarsman Capital
Wisconsin
$1.2M +$29.2K +1,122 +3%
FNBT
598
FineMark National Bank & Trust
Florida
$1.19M – – –
SHWM
599
Smith & Howard Wealth Management
Georgia
$1.19M -$40.3K -1,548 -3%
TIP
600
Tandem Investment Partners
New Jersey
$1.19M +$153K +5,894 +15%
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