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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
701
TritonPoint Wealth
Maryland
$496K +$3.95K +195 +0.8%
SAM
702
Summit Asset Management
Tennessee
$491K +$14.6K +723 +3%
CFO
703
Custos Family Office
Texas
$491K -$4.38K -216 -0.9%
MFA
704
Mayflower Financial Advisors
Massachusetts
$491K – – –
BP
705
Broadleaf Partners
Ohio
$491K +$13.8K +681 +3%
NS
706
NBC Securities
Alabama
$488K -$12.2K -600 -3%
AWA
707
Alaska Wealth Advisors
Alaska
$488K -$14.3K -705 -3%
PWA
708
Physician Wealth Advisors
Utah
$485K – – –
BWA
709
Bordeaux Wealth Advisors
California
$484K +$147K +7,236 +46%
WA
710
Waterford Advisors
New York
$481K – – –
RPA
711
Rock Point Advisors
Vermont
$479K -$9.72K -480 -2%
SWM
712
Sterling Wealth Management
Illinois
$478K – – –
HFS
713
Heritage Financial Services
Massachusetts
$472K +$26.9K +1,326 +6%
WIA
714
World Investment Advisors
California
$472K – – –
ESB
715
Essex Savings Bank
Connecticut
$471K -$3.89K -192 -0.8%
NFW
716
Noble Family Wealth
Florida
$469K -$8.08K -399 -2%
PCI
717
Planning Center Inc
Illinois
$463K – – –
BFM
718
Boston Financial Management
Massachusetts
$459K – – –
AMIM
719
Aull & Monroe Investment Management
Alabama
$459K – – –
ATC
720
Argent Trust Co
Tennessee
$457K – – –
NW
721
Naviter Wealth
Arkansas
$456K +$440K +21,696 New
PF
722
Penney Financial
Texas
$456K -$3.65K -180 -0.8%
GC
723
Gratus Capital
Georgia
$456K -$153K -7,566 -26%
RWP
724
Revolve Wealth Partners
New Jersey
$455K -$61 -3 -0%
JWCA
725
J.W. Cole Advisors
Florida
$453K -$27.7K -1,368 -6%
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