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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
676
Pinnacle Wealth Management Advisory Group
New Jersey
$534K +$3.65K +180 +0.7%
KC
677
Kades & Cheifetz
Pennsylvania
$531K +$12.5K +615 +2%
AL
678
ACAS LLC
California
$531K +$3.89K +192 +0.8%
MPCL
679
My Personal CFO LLC
Washington
$527K +$121K +5,961 +31%
CWA
680
Clarity Wealth Advisors
California
$524K -$30K -1,479 -6%
FVWA
681
Foster Victor Wealth Advisors
South Carolina
$524K +$7.42K +366 +2%
HNB
682
Huntington National Bank
Ohio
$520K – – –
JWM
683
Jeppson Wealth Management
California
$519K – – –
SWP
684
Stratos Wealth Partners
Ohio
$517K +$58.8K +2,901 +13%
RFA
685
Rollins Financial Advisors
New York
$516K -$1.95K -96 -0.4%
HOWA
686
Heritage Oak Wealth Advisors
Florida
$512K +$495K +24,453 New
AWM
687
Apollon Wealth Management
South Carolina
$510K -$2.92K -144 -0.6%
ACA
688
Aptus Capital Advisors
Alabama
$510K +$547 +27 +0.1%
BF
689
Blankinship & Foster
California
$509K – – –
CA
690
Crewe Advisors
Utah
$509K – – –
OC
691
Oarsman Capital
Wisconsin
$508K +$111K +5,493 +29%
GP
692
Greenline Partners
New York
$507K -$579K -28,584 -54%
G
693
Gainplan
Michigan
$506K -$4.01K -198 -0.8%
CAL
694
Capital Analysts LLC
Pennsylvania
$505K +$30.5K +1,503 +7%
PWM
695
Paulson Wealth Management
Illinois
$503K – – –
IF
696
IRON Financial
Illinois
$503K -$18K -888 -4%
CNWM
697
Clay Northam Wealth Management
California
$502K -$7.11K -351 -1%
FA
698
Faithward Advisors
Pennsylvania
$500K – – –
CFA
699
Capstone Financial Advisors
Illinois
$497K -$6.14K -303 -1%
SWA
700
Sightline Wealth Advisors
Connecticut
$497K -$3.89K -192 -0.8%
26 27
28
29 30