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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
701
Reliant Wealth Planning
Kentucky
$585K – – –
AA
702
AF Advisors
California
$581K +$182 +8 +0%
HNB
703
Huntington National Bank
Ohio
$580K – – –
FVWA
704
Foster Victor Wealth Advisors
South Carolina
$578K +$44.1K +1,937 +7%
BTWM
705
Baker Tilly Wealth Management
Wisconsin
$578K +$773 +34 +0.1%
PIA
706
Pinion Investment Advisors
Kansas
$574K +$257K +11,295 +73%
SWM
707
Spire Wealth Management
Virginia
$570K -$71.8K -3,156 -11%
WAM
708
Weatherly Asset Management
California
$569K – – –
WFA
709
West Financial Advisors
Iowa
$563K – – –
ML
710
McAdam LLC
Pennsylvania
$563K -$82.6K -3,630 -12%
OWMIAS
711
One Wealth Management Investment & Advisory Services
Florida
$562K +$594K +26,116 New
SAF
712
Smith Anglin Financial
Texas
$562K +$1.8K +79 +0.3%
WCM
713
Washburn Capital Management
Florida
$561K – – –
CAL
714
Capital Analysts LLC
Pennsylvania
$560K +$156K +6,876 +36%
GI
715
GS Investments
Minnesota
$559K -$1.61K -71 -0.3%
GF
716
Goodman Financial
Texas
$558K +$590K +25,935 New
CAAM
717
Cornerstone Advisors Asset Management
Pennsylvania
$558K +$1.82K +80 +0.3%
PCA
718
Prosperity Capital Advisors
Ohio
$558K – – –
CA
719
Crewe Advisors
Utah
$557K +$16.5K +725 +3%
SG
720
StoneX Group
New York
$557K +$321K +14,093 +120%
AWA
721
Aletheian Wealth Advisors
Washington
$557K -$83.9K -3,688 -12%
BWA
722
Bordeaux Wealth Advisors
California
$555K +$29.2K +1,282 +5%
TSS
723
Two Sigma Securities
New York
$552K +$584K +25,651 New
QCM
724
QRG Capital Management
Illinois
$551K -$163K -7,153 -22%
AWM
725
Apollon Wealth Management
South Carolina
$549K -$66.4K -2,917 -10%
27 28
29
30 31