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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
676
Jeppson Wealth Management
California
$458K -$133K -7,698 -24%
PWMAG
677
Pinnacle Wealth Management Advisory Group
New Jersey
$458K – – –
KC
678
Kades & Cheifetz
Pennsylvania
$457K +$11.4K +660 +3%
FA
679
Faithward Advisors
Pennsylvania
$456K -$68.9K -3,987 -14%
G
680
Gainplan
Michigan
$455K -$12.5K -726 -3%
TW
681
TritonPoint Wealth
Maryland
$453K +$422K +24,435 New
CNWM
682
Clay Northam Wealth Management
California
$451K – – –
ACA
683
Aptus Capital Advisors
Alabama
$449K +$8.6K +498 +2%
MPW
684
Monterey Private Wealth
California
$446K +$415K +24,042 New
CFA
685
Capstone Financial Advisors
Illinois
$445K -$1.38M -79,659 -77%
NS
686
NBC Securities
Alabama
$444K -$11.5K -663 -3%
CAG
687
Crestwood Advisors Group
Massachusetts
$440K -$46.6K -2,700 -10%
CFO
688
Custos Family Office
Texas
$439K – – –
SWA
689
Sightline Wealth Advisors
Connecticut
$439K +$5.39K +312 +1%
NFW
690
Noble Family Wealth
Florida
$438K -$5.49K -318 -1%
HFS
691
Heritage Financial Services
Massachusetts
$438K +$408K +23,616 New
TIM
692
Total Investment Management
Arizona
$438K -$106K -6,114 -21%
MRWM
693
ML&R Wealth Management
Texas
$437K +$4.71K +273 +1%
CAP
694
Columbia Advisory Partners
Washington
$430K +$175K +10,155 +78%
FVWA
695
Foster Victor Wealth Advisors
South Carolina
$426K +$15.4K +894 +4%
JWCA
696
J.W. Cole Advisors
Florida
$426K +$188K +10,908 +90%
CA
697
Crewe Advisors
Utah
$426K +$1.45K +84 +0.4%
WA
698
Waterford Advisors
New York
$426K -$21.4K -1,239 -5%
LWM
699
Lakeridge Wealth Management
Ohio
$424K +$394K +22,836 New
WS
700
Wedbush Securities
California
$421K -$16.3K -945 -4%
26 27
28
29 30