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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
676
Plancorp LLC
Missouri
$689K +$1.12K +49 +0.2%
FM
677
Foster & Motley
Ohio
$687K -$8.59K -376 -1%
PA
678
Perennial Advisors
New York
$683K +$687K +30,099 New
BAM
679
Bosun Asset Management
Illinois
$681K – – –
HBT
680
Hills Bank & Trust
Iowa
$681K – – –
CFO
681
Callan Family Office
Pennsylvania
$681K +$685K +30,000 New
DP
682
Denver PWM
Colorado
$677K -$23.4K -1,023 -3%
ML
683
McAdam LLC
Pennsylvania
$676K -$388K -16,987 -36%
SWM
684
Spire Wealth Management
Virginia
$673K +$39K +1,706 +6%
AWA
685
Aletheian Wealth Advisors
Washington
$671K +$91 +4 +0%
NSIM
686
North Star Investment Management
Illinois
$666K – – –
FAIM
687
Financial Advocates Investment Management
Washington
$663K -$174K -7,635 -21%
WCM
688
Wealthcare Capital Management
Virginia
$660K +$664K +29,076 New
TCM
689
Twele Capital Management
Minnesota
$659K -$11.5K -505 -2%
TFP
690
Traction Financial Partners
Wyoming
$657K +$93.1K +4,077 +16%
AAS
691
Annex Advisory Services
Wisconsin
$649K -$14.3K -628 -2%
BIG
692
Builder Investment Group
Georgia
$647K -$4.32K -189 -0.7%
AWM
693
Apollon Wealth Management
South Carolina
$645K +$80.1K +3,506 +14%
PAMG
694
Patton Albertson Miller Group
Tennessee
$640K -$83.4K -3,650 -11%
WAM
695
Wernau Asset Management
Massachusetts
$640K +$644K +28,194 New
SA
696
Sanctuary Advisors
Indiana
$638K -$1.5M -65,678 -71%
AWM
697
AE Wealth Management
Kansas
$630K +$53K +2,319 +9%
RCAG
698
Rehmann Capital Advisory Group
Michigan
$630K +$23 +1 +0%
MWM
699
Merriman Wealth Management
Washington
$630K -$19.9K -870 -3%
TF
700
TLWM Financial
Texas
$628K +$3.38K +148 +0.5%
26 27
28
29 30