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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
626
Revolve Wealth Partners
New Jersey
$398K +$388K +21,114 New
NEGWA
627
New England Guild Wealth Advisors
Connecticut
$397K +$442 +24 +0.1%
CPWM
628
Cypress Point Wealth Management
Texas
$389K -$55.1K -2,994 -13%
TW
629
Transform Wealth
Colorado
$382K +$993 +54 +0.3%
FVWA
630
Foster Victor Wealth Advisors
South Carolina
$381K +$64.7K +3,516 +21%
CW
631
CreativeOne Wealth
Kansas
$380K -$15.7K -852 -4%
DY
632
Dowling & Yahnke
California
$380K – – –
MM
633
Main Management
California
$378K +$19.6K +1,068 +6%
KBFS
634
Kohmann Bosshard Financial Services
Ohio
$376K -$63.7K -3,462 -15%
LAIC
635
Lederer & Associates Investment Counsel
California
$376K -$13.8K -750 -4%
RCWM
636
Royal Capital Wealth Management
Indiana
$375K +$366K +19,890 New
APA
637
Astoria Portfolio Advisors
New York
$374K +$365K +19,866 New
TIA
638
Tiemann Investment Advisors
California
$370K -$331 -18 -0.1%
RWA
639
River Wealth Advisors
Pennsylvania
$364K -$114K -6,210 -24%
CWM
640
Cadence Wealth Management
Massachusetts
$362K -$62.1K -3,378 -15%
JIC
641
Joel Isaacson & Co
New York
$359K -$59.7K -3,246 -15%
BFM
642
Boston Financial Management
Massachusetts
$356K – – –
NSIM
643
North Star Investment Management
Illinois
$356K – – –
VCM
644
Versant Capital Management
Arizona
$354K -$12.8K -696 -4%
PB
645
Pinnacle Bancorp
Nebraska
$354K – – –
PAM
646
Private Asset Management
California
$351K -$16.3K -888 -5%
PSF
647
Pacific Sun Financial
California
$348K – – –
ECM
648
Evergreen Capital Management
Washington
$345K – – –
AMM
649
American Money Management
California
$344K +$110 +6 +0%
MWA
650
Monograph Wealth Advisors
California
$341K +$333K +18,078 New
24 25
26
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