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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
701
NorthRock Partners
Minnesota
$468K +$222K +11,481 +100%
JWCA
702
J.W. Cole Advisors
Florida
$467K – – –
WA
703
Waterford Advisors
New York
$467K – – –
SWM
704
Sterling Wealth Management
Illinois
$464K +$441K +22,806 New
NFW
705
Noble Family Wealth
Florida
$464K -$16.4K -849 -4%
BP
706
Broadleaf Partners
Ohio
$463K +$5.17K +267 +1%
SAM
707
Summit Asset Management
Tennessee
$462K +$10.5K +543 +2%
CAG
708
Crestwood Advisors Group
Massachusetts
$462K -$19.3K -996 -4%
CAL
709
Capital Analysts LLC
Pennsylvania
$460K +$95.5K +4,935 +28%
WIA
710
World Investment Advisors
California
$458K +$22.6K +1,167 +5%
LWM
711
Lakeridge Wealth Management
Ohio
$457K -$7.66K -396 -2%
TW
712
TritonPoint Wealth
Maryland
$453K -$19.8K -1,023 -4%
PCI
713
Planning Center Inc
Illinois
$449K +$116 +6 +0%
PF
714
Penney Financial
Texas
$446K -$898K -46,410 -68%
BFM
715
Boston Financial Management
Massachusetts
$446K +$30.4K +1,569 +8%
AMIM
716
Aull & Monroe Investment Management
Alabama
$445K +$7.61K +393 +2%
MPW
717
Monterey Private Wealth
California
$444K -$42.7K -2,208 -9%
ATC
718
Argent Trust Co
Tennessee
$444K – – –
SWP
719
Stratos Wealth Partners
Ohio
$443K +$12K +618 +3%
IFG
720
Independent Financial Group
California
$443K -$138K -7,131 -25%
RWP
721
Revolve Wealth Partners
New Jersey
$442K -$639 -33 -0.2%
NL
722
NWAM LLC
Washington
$438K +$418K +21,612 New
B
723
BetterWealth
California
$437K – – –
SFG
724
Sovereign Financial Group
Connecticut
$437K -$406 -21 -0.1%
CFB
725
Cullen/Frost Bankers
Texas
$437K – – –
27 28
29
30 31