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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
601
Faithward Advisors
Pennsylvania
$484K -$134K -8,193 -23%
GW
602
GW & Wade
Massachusetts
$477K +$196 +12 +0%
MRWM
603
ML&R Wealth Management
Texas
$476K -$94K -5,769 -17%
ACP
604
Aveo Capital Partners
Colorado
$476K +$88.2K +5,409 +24%
AA
605
AF Advisors
California
$475K – – –
AWM
606
Altus Wealth Management
Kentucky
$474K -$13.4K -822 -3%
RI
607
Rinkey Investments
California
$472K -$25.2K -1,545 -5%
UW
608
Unique Wealth
Florida
$470K +$445K +27,294 New
APG
609
Abacus Planning Group
South Carolina
$470K +$391 +24 +0.1%
WFA
610
West Financial Advisors
Iowa
$470K -$5.82K -357 -1%
RWP
611
Reliant Wealth Planning
Kentucky
$469K – – –
AWA
612
Aquire Wealth Advisors
Utah
$468K – – –
CAG
613
Crestwood Advisors Group
Massachusetts
$466K -$450K -27,618 -51%
WAM
614
Weatherly Asset Management
California
$466K -$15.4K -945 -3%
PWM
615
Paulson Wealth Management
Illinois
$463K +$438K +26,895 New
AP
616
Appleton Partners
Massachusetts
$461K -$11.2K -687 -3%
RF
617
Robinswood Financial
Washington
$461K +$436K +26,742 New
ML
618
McAdam LLC
Pennsylvania
$459K -$10K -615 -2%
H
619
HoyleCohen
California
$455K -$7.14K -438 -2%
AL
620
ACAS LLC
California
$455K -$36.7K -2,253 -8%
RF
621
Rollins Financial
Georgia
$453K +$51.8K +3,177 +14%
BAAM
622
Baker Avenue Asset Management
California
$452K – – –
G
623
Gainplan
Michigan
$451K -$21.9K -1,341 -5%
ACP
624
Aviance Capital Partners
Florida
$450K – – –
PRWA
625
Platte River Wealth Advisors
Colorado
$448K +$423K +25,971 New
23 24
25
26 27