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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
701
Horan Securities
United States
$625K -$199K -8,696 -24%
BFM
702
Boston Financial Management
Massachusetts
$618K +$118K +5,188 +24%
RWP
703
Reliant Wealth Planning
Kentucky
$617K -$500K -21,882 -45%
AA
704
AF Advisors
California
$612K +$160 +7 +0%
FVWA
705
Foster Victor Wealth Advisors
South Carolina
$611K +$49.9K +2,183 +9%
BTWM
706
Baker Tilly Wealth Management
Wisconsin
$609K -$4.66K -204 -0.8%
WAM
707
Weatherly Asset Management
California
$600K – – –
LP
708
LGL Partners
Pennsylvania
$600K +$2.1K +92 +0.3%
WFA
709
West Financial Advisors
Iowa
$594K -$6.03K -264 -1%
GI
710
GS Investments
Minnesota
$591K -$3.24K -142 -0.5%
WCM
711
Washburn Capital Management
Florida
$591K +$36K +1,578 +6%
SAF
712
Smith Anglin Financial
Texas
$590K -$114K -4,981 -16%
CAAM
713
Cornerstone Advisors Asset Management
Pennsylvania
$587K +$2.08K +91 +0.4%
PCA
714
Prosperity Capital Advisors
Ohio
$586K -$23 -1 -0%
BS
715
Brighton Securities
New York
$584K +$588K +25,730 New
OFP
716
OLIO Financial Planning
Virginia
$583K -$90.1K -3,943 -13%
AL
717
ACAS LLC
California
$581K -$822 -36 -0.1%
RI
718
Ridgewood Investments
New Jersey
$578K +$228K +10,004 +65%
ACM
719
Armbruster Capital Management
New York
$578K -$4.29K -188 -0.7%
SWM
720
Shakespeare Wealth Management
Wisconsin
$576K -$46 -2 -0%
KC
721
Kades & Cheifetz
Pennsylvania
$575K +$1.26K +55 +0.2%
AWA
722
Aquire Wealth Advisors
Utah
$573K -$38.4K -1,682 -6%
MPCL
723
My Personal CFO LLC
Washington
$572K +$457 +20 +0.1%
CA
724
Crewe Advisors
Utah
$571K +$1.53K +67 +0.3%
PWMAG
725
Pinnacle Wealth Management Advisory Group
New Jersey
$571K -$11.1K -486 -2%
27 28
29
30 31