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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
601
Janiczek Wealth Management
Colorado
$342K +$150K +9,630 +66%
CNWM
602
Clay Northam Wealth Management
California
$340K – – –
FPAS
603
Focus Partners Advisor Solutions
Missouri
$339K +$9.99K +642 +3%
LFG
604
Larson Financial Group
Missouri
$339K +$186K +11,949 +97%
SFG
605
Sovereign Financial Group
Connecticut
$336K -$3.5K -225 -0.9%
CWMU
606
Caliber Wealth Management (Utah)
Utah
$334K – – –
TBWA
607
Three Bridge Wealth Advisors
California
$334K +$280 +18 +0.1%
CFO
608
Custos Family Office
Texas
$331K – – –
RWP
609
Revolve Wealth Partners
New Jersey
$328K -$10.1K -651 -3%
MM
610
Main Management
California
$328K +$3.78K +243 +1%
RTS
611
Round Table Services
New Jersey
$325K -$1.49K -96 -0.4%
RF
612
Rollins Financial
Georgia
$323K -$32.7K -2,100 -8%
GC
613
Garde Capital
Washington
$323K -$31.5K -2,022 -8%
SSI
614
Scott & Selber Inc
Texas
$322K +$373 +24 +0.1%
CSIA
615
Charles Schwab Investment Advisory
California
$321K +$32.5K +2,088 +10%
FFM
616
Forum Financial Management
Illinois
$319K – – –
IF
617
Ironwood Financial
Arizona
$318K +$39.7K +2,550 +13%
VFA
618
Valeo Financial Advisors
Indiana
$317K +$137K +8,835 +64%
ACM
619
AlphaStar Capital Management
North Carolina
$316K -$1.66M -106,479 -83%
PFA
620
Pinnacle Family Advisors
Missouri
$316K -$321K -20,655 -48%
CGFA
621
Colton Groome Financial Advisors
North Carolina
$312K -$53.9K -3,462 -13%
CWM
622
Cabot Wealth Management
Massachusetts
$311K -$32.1K -2,061 -8%
PCI
623
Planning Center Inc
Illinois
$309K -$3.45K -222 -1%
PWA
624
Physician Wealth Advisors
Utah
$304K – – –
ARMC
625
American Research & Management Company
Massachusetts
$302K -$19.2K -1,236 -5%
23 24
25
26 27