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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
676
Cypress Point Wealth Management
Texas
$295K +$297K +19,779 New
PWMA
677
Pension & Wealth Management Advisors
Massachusetts
$295K +$297K +19,773 New
OWM
678
Orgel Wealth Management
Wisconsin
$294K +$31.5K +2,097 +12%
RCWM
679
Royal Capital Wealth Management
Indiana
$294K +$4.06K +270 +1%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$292K +$45 +3 +0%
TIA
681
Tiemann Investment Advisors
California
$289K -$406 -27 -0.1%
JIC
682
Joel Isaacson & Co
New York
$289K +$1.31K +87 +0.5%
CAC
683
Certified Advisory Corp
Florida
$287K +$28.1K +1,872 +11%
CWM
684
Cranbrook Wealth Management
Michigan
$286K -$347K -23,058 -55%
PB
685
Pinnacle Bancorp
Nebraska
$281K – – –
PP
686
PDS Planning
Ohio
$277K -$9.42K -627 -3%
PSF
687
Pacific Sun Financial
California
$276K – – –
ECM
688
Evergreen Capital Management
Washington
$273K -$2.39K -159 -0.9%
AMM
689
American Money Management
California
$273K +$45 +3 +0%
BTI
690
Blue Trust Inc
Georgia
$272K +$104K +6,906 +55%
MWA
691
Monograph Wealth Advisors
California
$270K – – –
UAS
692
United Asset Strategies
New York
$269K – – –
SPWM
693
Schrum Private Wealth Management
Florida
$268K – – –
SFG
694
Sage Financial Group
Pennsylvania
$267K +$9.87K +657 +4%
TCWM
695
Total Clarity Wealth Management
Illinois
$266K -$11.1K -741 -4%
SHWM
696
Silicon Hills Wealth Management
Texas
$265K -$26.4K -1,758 -9%
EW
697
Evoke Wealth
California
$265K – – –
SOS
698
Silver Oak Securities
Tennessee
$265K -$142K -9,435 -35%
TSWM
699
Triangle Securities Wealth Management
North Carolina
$264K +$266K +17,685 New
AWM
700
Arista Wealth Management
Nevada
$264K +$266K +17,682 New
26 27
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29 30