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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
651
Evoke Wealth
California
$326K +$322K +18,327 New
AMM
652
American Money Management
California
$325K -$53 -3 -0%
SHA
653
Seneca House Advisors
Virginia
$323K +$2.79K +159 +0.9%
IIC
654
Ironwood Investment Counsel
Arizona
$323K +$319K +18,168 New
ONSWM
655
Old North State Wealth Management
North Carolina
$323K +$948 +54 +0.3%
PAM
656
Private Asset Management
California
$322K -$10.1K -576 -3%
MWA
657
Monograph Wealth Advisors
California
$322K – – –
FPAS
658
Focus Partners Advisor Solutions
Missouri
$322K +$319K +18,150 New
JC
659
Jacobs & Co
California
$321K – – –
HIP
660
HUB Investment Partners
Texas
$320K – – –
UAS
661
United Asset Strategies
New York
$320K – – –
IF
662
Ironwood Financial
Arizona
$319K +$18.9K +1,074 +6%
WPC
663
Wedmont Private Capital
Pennsylvania
$317K +$13.3K +756 +4%
APA
664
Astoria Portfolio Advisors
New York
$315K -$37.8K -2,154 -11%
SCM
665
Schnieders Capital Management
California
$314K -$105 -6 -0%
GLLW
666
Graves Light Lenhart Wealth
Virginia
$314K +$632 +36 +0.2%
OWM
667
Orgel Wealth Management
Wisconsin
$313K – – –
LF
668
LifeSteps Financial
California
$312K -$5.16K -294 -2%
SFP
669
Shepherd Financial Partners
Massachusetts
$312K – – –
SFS
670
Solitude Financial Services
Virginia
$310K +$305K +17,403 New
PAM
671
Premier Asset Management
Illinois
$308K – – –
CFA
672
Cahill Financial Advisors
Minnesota
$308K +$632 +36 +0.2%
HPWM
673
Highland Private Wealth Management
Washington
$307K -$138K -7,863 -31%
RPA
674
Rock Point Advisors
Vermont
$306K – – –
CAM
675
Cubic Asset Management
Massachusetts
$305K -$8.48K -483 -3%
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