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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
$552K +$3.2K +150 +0.6%
AWM
677
Apollon Wealth Management
South Carolina
$552K +$11.5K +537 +2%
OFP
678
OLIO Financial Planning
Virginia
$552K +$7.94K +372 +1%
TFP
679
Traction Financial Partners
Wyoming
$552K -$117K -5,502 -18%
HNB
680
Huntington National Bank
Ohio
$550K – – –
AL
681
ACAS LLC
California
$550K -$1.86K -87 -0.3%
WHCI
682
W.H. Cornerstone Investments
Massachusetts
$547K -$44.3K -2,073 -8%
PWMA
683
Pension & Wealth Management Advisors
Massachusetts
$546K +$164K +7,677 +45%
SSI
684
Scott & Selber Inc
Texas
$546K +$74.6K +3,495 +17%
GP
685
Greenline Partners
New York
$543K +$6.6K +309 +1%
WCM
686
Washburn Capital Management
Florida
$542K -$49.7K -2,328 -9%
EPM
687
Elm Partners Management
Pennsylvania
$540K +$178K +8,331 +13%
BF
688
Blankinship & Foster
California
$538K +$192 +9 +0%
FVWA
689
Foster Victor Wealth Advisors
South Carolina
$537K +$2.88K +135 +0.6%
JWCA
690
J.W. Cole Advisors
Florida
$536K +$54.6K +2,556 +12%
RFA
691
Rollins Financial Advisors
New York
$535K -$9.99K -468 -2%
CWA
692
Clarity Wealth Advisors
California
$535K -$18.6K -873 -3%
SWA
693
Sightline Wealth Advisors
Connecticut
$532K +$6.47K +303 +1%
FA
694
Faithward Advisors
Pennsylvania
$529K – – –
NS
695
NBC Securities
Alabama
$529K +$12.2K +570 +2%
PWM
696
Paulson Wealth Management
Illinois
$528K -$3.59K -168 -0.7%
CNWM
697
Clay Northam Wealth Management
California
$528K -$3.2K -150 -0.6%
IF
698
IRON Financial
Illinois
$527K -$4.61K -216 -0.9%
CFA
699
Capstone Financial Advisors
Illinois
$526K +$576 +27 +0.1%
DWM
700
Dakota Wealth Management
Florida
$525K -$214K -10,032 -30%
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