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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
701
Dakota Wealth Management
Florida
$525K -$214K -10,032 -30%
TW
702
TritonPoint Wealth
Maryland
$521K – – –
BP
703
Broadleaf Partners
Ohio
$520K +$961 +45 +0.2%
MFA
704
Mayflower Financial Advisors
Massachusetts
$517K -$2.95K -138 -0.6%
ECG
705
Edge Capital Group
Georgia
$516K -$102K -4,779 -17%
SAM
706
Summit Asset Management
Tennessee
$515K -$5.25K -246 -1%
BWA
707
Bordeaux Wealth Advisors
California
$512K – – –
HA
708
Hanover Advisors
South Carolina
$511K -$68.1K -3,189 -12%
RPA
709
Rock Point Advisors
Vermont
$511K +$4.16K +195 +0.9%
CFO
710
Custos Family Office
Texas
$509K -$10.1K -474 -2%
WA
711
Waterford Advisors
New York
$509K – – –
SWM
712
Sterling Wealth Management
Illinois
$509K +$2.88K +135 +0.6%
G
713
Gainplan
Michigan
$506K – – –
RFP
714
Root Financial Partners
California
$503K -$406K -19,032 -46%
OWM
715
OneAscent Wealth Management
Alabama
$501K +$482K +22,593 New
PWA
716
Physician Wealth Advisors
Utah
$498K +$949K +44,424 +200%
NFW
717
Noble Family Wealth
Florida
$495K -$1.41K -66 -0.3%
AWA
718
Alaska Wealth Advisors
Alaska
$493K -$21.9K -1,026 -4%
PCI
719
Planning Center Inc
Illinois
$490K +$192 +9 +0%
PIWA
720
Prevail Innovative Wealth Advisors
Kansas
$490K +$19.2K +900 +4%
BFM
721
Boston Financial Management
Massachusetts
$489K +$2.75K +129 +0.6%
HCC
722
Hirtle Callaghan & Co
Pennsylvania
$484K +$466K +21,837 New
PF
723
Penney Financial
Texas
$482K – – –
NW
724
Naviter Wealth
Arkansas
$481K – – –
RWP
725
Revolve Wealth Partners
New Jersey
$481K -$576 -27 -0.1%
27 28
29
30 31