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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
651
Evergreen Capital Management
Washington
$326K – – –
EW
652
Evoke Wealth
California
$326K +$322K +18,327 New
AMM
653
American Money Management
California
$325K -$53 -3 -0%
SHA
654
Seneca House Advisors
Virginia
$323K +$2.79K +159 +0.9%
IIC
655
Ironwood Investment Counsel
Arizona
$323K +$319K +18,168 New
ONSWM
656
Old North State Wealth Management
North Carolina
$323K +$948 +54 +0.3%
PAM
657
Private Asset Management
California
$322K -$10.1K -576 -3%
MWA
658
Monograph Wealth Advisors
California
$322K – – –
FPAS
659
Focus Partners Advisor Solutions
Missouri
$322K +$319K +18,150 New
JC
660
Jacobs & Co
California
$321K – – –
HIP
661
HUB Investment Partners
Texas
$320K – – –
UAS
662
United Asset Strategies
New York
$320K – – –
IF
663
Ironwood Financial
Arizona
$319K +$18.9K +1,074 +6%
WPC
664
Wedmont Private Capital
Pennsylvania
$317K +$13.3K +756 +4%
APA
665
Astoria Portfolio Advisors
New York
$315K -$37.8K -2,154 -11%
SCM
666
Schnieders Capital Management
California
$314K -$105 -6 -0%
GLLW
667
Graves Light Lenhart Wealth
Virginia
$314K +$632 +36 +0.2%
OWM
668
Orgel Wealth Management
Wisconsin
$313K – – –
LF
669
LifeSteps Financial
California
$312K -$5.16K -294 -2%
SFP
670
Shepherd Financial Partners
Massachusetts
$312K – – –
SFS
671
Solitude Financial Services
Virginia
$310K +$305K +17,403 New
PAM
672
Premier Asset Management
Illinois
$308K – – –
CFA
673
Cahill Financial Advisors
Minnesota
$308K +$632 +36 +0.2%
HPWM
674
Highland Private Wealth Management
Washington
$307K -$138K -7,863 -31%
RPA
675
Rock Point Advisors
Vermont
$306K – – –
25 26
27
28 29