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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
676
Lederer & Associates Investment Counsel
California
$319K – – –
SWP
677
Stratos Wealth Partners
Ohio
$318K +$311K +19,917 New
WCFA
678
Walkner Condon Financial Advisors
Wisconsin
$316K – – –
RCWM
679
Royal Capital Wealth Management
Indiana
$314K +$94 +6 +0%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$312K +$94 +6 +0%
WP
681
WealthShield Partners
North Carolina
$308K -$42.6K -2,727 -12%
ECM
682
Evergreen Capital Management
Washington
$308K +$16K +1,023 +6%
DBT
683
Dubuque Bank & Trust
Iowa
$303K -$29.3K -1,872 -9%
TSWM
684
Triangle Securities Wealth Management
North Carolina
$301K +$18.3K +1,173 +7%
TIA
685
Tiemann Investment Advisors
California
$300K -$8.3K -531 -3%
PB
686
Pinnacle Bancorp
Nebraska
$300K – – –
BTI
687
Blue Trust Inc
Georgia
$299K +$8.16K +522 +3%
I2I
688
Insight 2811 Inc
Illinois
$298K +$292K +18,699 New
TBWA
689
Three Bridge Wealth Advisors
California
$297K -$39.4K -2,520 -12%
AWM
690
Apollon Wealth Management
South Carolina
$297K -$217K -13,875 -43%
PP
691
PDS Planning
Ohio
$296K +$94 +6 +0%
CAS
692
Coppell Advisory Solutions
Texas
$292K +$290K +18,567 +154,725%
CASC
693
Coppell Advisory Solutions Corp
Texas
$292K +$290K +18,567 +154,725%
IC
694
IEQ Capital
California
$292K +$26.5K +1,698 +10%
MWA
695
Monograph Wealth Advisors
California
$288K – – –
UAS
696
United Asset Strategies
New York
$287K – – –
SPWM
697
Schrum Private Wealth Management
Florida
$285K -$1.03K -66 -0.4%
EW
698
Evoke Wealth
California
$283K – – –
AWM
699
Arista Wealth Management
Nevada
$282K – – –
SCM
700
Schnieders Capital Management
California
$282K +$47 +3 +0%
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