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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
626
Orion Portfolio Solutions
Nebraska
$540K -$74.7K -4,323 -13%
WCM
627
Wealthcare Capital Management
Virginia
$540K – – –
IFG
628
Independent Financial Group
California
$536K +$499K +28,881 New
FW
629
FirstPurpose Wealth
Utah
$534K +$55.4K +3,207 +13%
H
630
HoyleCohen
California
$533K +$39.8K +2,304 +9%
CWMU
631
Caliber Wealth Management (Utah)
Utah
$531K +$2.07K +120 +0.4%
AC
632
Abbrea Capital
California
$531K +$1.14K +66 +0.2%
DAS
633
Dynamic Advisor Solutions
Arizona
$530K +$52.3K +3,030 +12%
WA
634
Wealthstream Advisors
New York
$529K +$197K +11,418 +67%
APG
635
Abacus Planning Group
South Carolina
$527K +$9.07K +525 +2%
AAS
636
Avantax Advisory Services
Texas
$527K +$203K +11,751 +71%
GC
637
Gilbert & Cook
Iowa
$526K – – –
SAI
638
Savvy Advisors Inc
New York
$526K +$489K +28,323 New
CWA
639
Clarity Wealth Advisors
California
$525K +$1.19K +69 +0.2%
WCM
640
Washburn Capital Management
Florida
$521K +$7.25K +420 +2%
FCA
641
FinTrust Capital Advisors
South Carolina
$520K +$570 +33 +0.1%
GKWIM
642
Gerber Kawasaki Wealth & Investment Management
California
$514K +$2.8K +162 +0.6%
PFS
643
Prospera Financial Services
Texas
$511K +$65.7K +3,804 +16%
AA
644
AF Advisors
California
$511K +$52 +3 +0%
RWP
645
Reliant Wealth Planning
Kentucky
$505K – – –
GI
646
GS Investments
Minnesota
$501K -$302K -17,496 -39%
UW
647
Unique Wealth
Florida
$501K -$5.54K -321 -1%
BTWM
648
Baker Tilly Wealth Management
Wisconsin
$500K -$294K -17,028 -39%
RPSA
649
Richard P. Slaughter Associates
Texas
$496K -$13.2K -765 -3%
AWA
650
Aquire Wealth Advisors
Utah
$495K -$8.81K -510 -2%
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26
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