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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
601
Tiemann Investment Advisors
California
$1.17M +$737K +28,100 +153%
WMWM
602
Whitaker-Myers Wealth Managers
Ohio
$1.15M -$35.6K -1,357 -3%
TF
603
Tompkins Financial
New York
$1.14M -$4.99K -190 -0.4%
SHWM
604
Smith & Howard Wealth Management
Georgia
$1.14M – – –
EWA
605
EverSource Wealth Advisors
Alabama
$1.14M -$63K -2,400 -5%
LKBC
606
L.K. Benson & Company
Maryland
$1.14M +$1.02K +39 +0.1%
PS
607
Principal Securities
Iowa
$1.13M +$410K +15,619 +53%
MYIA
608
Mount Yale Investment Advisors
Colorado
$1.13M +$912K +34,764 +339%
GWMI
609
Guardian Wealth Management (Illinois)
Illinois
$1.11M -$296K -11,289 -20%
OC
610
Oarsman Capital
Wisconsin
$1.1M -$46.7K -1,780 -4%
BRPW
611
Ballast Rock Private Wealth
South Carolina
$1.1M +$105 +4 +0%
CCM
612
Colorado Capital Management
Colorado
$1.09M +$3.2K +122 +0.3%
OPWM
613
Oakwell Private Wealth Management
Texas
$1.09M – – –
SSWM
614
Smith Salley Wealth Management
North Carolina
$1.08M -$27.3K -1,040 -2%
GC
615
Grimes & Company
Massachusetts
$1.07M +$3.07K +117 +0.3%
KF
616
Ketron Financial
California
$1.06M +$178K +6,799 +19%
SW
617
SVB Wealth
Massachusetts
$1.06M -$197K -7,490 -15%
HW
618
Hamilton Wealth
California
$1.06M – – –
BA
619
Bridgewater Advisors
New York
$1.06M +$25.5K +972 +3%
WCM
620
WLTH Capital Management
Arizona
$1.05M -$6.98K -266 -0.6%
TPWM
621
Twelve Points Wealth Management
Massachusetts
$1.05M – – –
BBA
622
BLB&B Advisors
Pennsylvania
$1.04M +$22.6K +860 +2%
SPFA
623
Summit Place Financial Advisors
New Jersey
$1.04M +$10.5K +400 +1%
RMA
624
Roffman Miller Associates
Pennsylvania
$1.04M +$46.9K +1,788 +4%
MCM
625
Mengis Capital Management
Oregon
$1.04M -$24.6K -936 -2%
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