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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
676
NWAM LLC
Washington
$556K +$535K +25,053 New
JWM
677
Jeppson Wealth Management
California
$552K +$3.2K +150 +0.6%
AWM
678
Apollon Wealth Management
South Carolina
$552K +$11.5K +537 +2%
OFP
679
OLIO Financial Planning
Virginia
$552K +$7.94K +372 +1%
TFP
680
Traction Financial Partners
Wyoming
$552K -$117K -5,502 -18%
HNB
681
Huntington National Bank
Ohio
$550K – – –
AL
682
ACAS LLC
California
$550K -$1.86K -87 -0.3%
WHCI
683
W.H. Cornerstone Investments
Massachusetts
$547K -$44.3K -2,073 -8%
PWMA
684
Pension & Wealth Management Advisors
Massachusetts
$546K +$164K +7,677 +45%
SSI
685
Scott & Selber Inc
Texas
$546K +$74.6K +3,495 +17%
GP
686
Greenline Partners
New York
$543K +$6.6K +309 +1%
WCM
687
Washburn Capital Management
Florida
$542K -$49.7K -2,328 -9%
EPM
688
Elm Partners Management
Pennsylvania
$540K +$178K +8,331 +13%
BF
689
Blankinship & Foster
California
$538K +$192 +9 +0%
FVWA
690
Foster Victor Wealth Advisors
South Carolina
$537K +$2.88K +135 +0.6%
JWCA
691
J.W. Cole Advisors
Florida
$536K +$54.6K +2,556 +12%
RFA
692
Rollins Financial Advisors
New York
$535K -$9.99K -468 -2%
CWA
693
Clarity Wealth Advisors
California
$535K -$18.6K -873 -3%
SWA
694
Sightline Wealth Advisors
Connecticut
$532K +$6.47K +303 +1%
FA
695
Faithward Advisors
Pennsylvania
$529K – – –
NS
696
NBC Securities
Alabama
$529K +$12.2K +570 +2%
PWM
697
Paulson Wealth Management
Illinois
$528K -$3.59K -168 -0.7%
CNWM
698
Clay Northam Wealth Management
California
$528K -$3.2K -150 -0.6%
IF
699
IRON Financial
Illinois
$527K -$4.61K -216 -0.9%
CFA
700
Capstone Financial Advisors
Illinois
$526K +$576 +27 +0.1%
26 27
28
29 30