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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
676
Stratos Wealth Partners
Ohio
$318K +$311K +19,917 New
WCFA
677
Walkner Condon Financial Advisors
Wisconsin
$316K – – –
RCWM
678
Royal Capital Wealth Management
Indiana
$314K +$94 +6 +0%
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$312K +$94 +6 +0%
WP
680
WealthShield Partners
North Carolina
$308K -$42.6K -2,727 -12%
ECM
681
Evergreen Capital Management
Washington
$308K +$16K +1,023 +6%
DBT
682
Dubuque Bank & Trust
Iowa
$303K -$29.3K -1,872 -9%
TSWM
683
Triangle Securities Wealth Management
North Carolina
$301K +$18.3K +1,173 +7%
TIA
684
Tiemann Investment Advisors
California
$300K -$8.3K -531 -3%
PB
685
Pinnacle Bancorp
Nebraska
$300K – – –
BTI
686
Blue Trust Inc
Georgia
$299K +$8.16K +522 +3%
I2I
687
Insight 2811 Inc
Illinois
$298K +$292K +18,699 New
TBWA
688
Three Bridge Wealth Advisors
California
$297K -$39.4K -2,520 -12%
AWM
689
Apollon Wealth Management
South Carolina
$297K -$217K -13,875 -43%
PP
690
PDS Planning
Ohio
$296K +$94 +6 +0%
CAS
691
Coppell Advisory Solutions
Texas
$292K +$290K +18,567 +154,725%
CASC
692
Coppell Advisory Solutions Corp
Texas
$292K +$290K +18,567 +154,725%
IC
693
IEQ Capital
California
$292K +$26.5K +1,698 +10%
MWA
694
Monograph Wealth Advisors
California
$288K – – –
UAS
695
United Asset Strategies
New York
$287K – – –
SPWM
696
Schrum Private Wealth Management
Florida
$285K -$1.03K -66 -0.4%
EW
697
Evoke Wealth
California
$283K – – –
AWM
698
Arista Wealth Management
Nevada
$282K – – –
SCM
699
Schnieders Capital Management
California
$282K +$47 +3 +0%
SGWM
700
Sterling Group Wealth Management
California
$282K +$1.08K +69 +0.4%
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