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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
651
Physician Wealth Advisors
Utah
$396K -$19.5K -1,125 -5%
PFS
652
Prospera Financial Services
Texas
$395K +$12.8K +738 +3%
ACA
653
Aptus Capital Advisors
Alabama
$394K +$935 +54 +0.2%
CFO
654
Custos Family Office
Texas
$393K – – –
WS
655
Wedbush Securities
California
$393K +$14.3K +828 +4%
SWA
656
Sightline Wealth Advisors
Connecticut
$387K +$8.78K +507 +2%
GC
657
Garde Capital
Washington
$387K +$2.44K +141 +0.6%
MRWM
658
ML&R Wealth Management
Texas
$386K -$75.6K -4,371 -16%
CFB
659
Cullen/Frost Bankers
Texas
$382K – – –
LNWWM
660
Laird Norton Wetherby Wealth Management
California
$380K +$52 +3 +0%
CA
661
Crewe Advisors
Utah
$380K +$1.14K +66 +0.3%
WP
662
WealthSource Partners
California
$374K -$10K -579 -3%
AP
663
Appleton Partners
Massachusetts
$372K -$75.5K -4,365 -16%
RF
664
Robinswood Financial
Washington
$371K -$76.6K -4,425 -17%
ACM
665
AlphaStar Capital Management
North Carolina
$370K -$10.1K -585 -3%
FVWA
666
Foster Victor Wealth Advisors
South Carolina
$369K +$11K +636 +3%
SAM
667
Summit Asset Management
Tennessee
$369K – – –
PCI
668
Planning Center Inc
Illinois
$367K +$104 +6 +0%
RWP
669
Revolve Wealth Partners
New Jersey
$366K -$8.36K -483 -2%
ATC
670
Argent Trust Co
Tennessee
$363K – – –
AMIM
671
Aull & Monroe Investment Management
Alabama
$357K +$16.6K +960 +5%
B
672
BetterWealth
California
$357K +$372K +21,483 New
SSI
673
Scott & Selber Inc
Texas
$356K +$208 +12 +0.1%
SFG
674
Sovereign Financial Group
Connecticut
$355K -$3.27K -189 -0.9%
BP
675
Broadleaf Partners
Ohio
$355K +$519 +30 +0.1%
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