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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
701
McAdam LLC
Pennsylvania
$658K +$31.7K +1,439 +6%
RWP
702
Reliant Wealth Planning
Kentucky
$648K – – –
PA
703
Perennial Advisors
New York
$648K -$5.99K -272 -1%
AA
704
AF Advisors
California
$643K +$154 +7 +0%
HNB
705
Huntington National Bank
Ohio
$642K – – –
BTWM
706
Baker Tilly Wealth Management
Wisconsin
$640K +$705 +32 +0.1%
TIM
707
Total Investment Management
Arizona
$640K +$32.4K +1,471 +6%
VAMG
708
Voisard Asset Management Group
Michigan
$639K -$100K -4,560 -15%
AWM
709
Abound Wealth Management
Tennessee
$637K +$375K +17,029 +176%
AAS
710
Annex Advisory Services
Wisconsin
$627K -$86.8K -3,942 -13%
SAF
711
Smith Anglin Financial
Texas
$624K +$1.7K +77 +0.3%
WF
712
Womack Financial
Texas
$620K +$34.8K +1,578 +6%
CAAM
713
Cornerstone Advisors Asset Management
Pennsylvania
$620K +$1.67K +76 +0.3%
AWA
714
Aletheian Wealth Advisors
Washington
$616K +$66 +3 +0%
BWA
715
Bordeaux Wealth Advisors
California
$614K +$176 +8 +0%
CWA
716
Continuum Wealth Advisors
New York
$610K -$171K -7,770 -23%
AWM
717
AE Wealth Management
Kansas
$606K -$173K -7,876 -24%
PB
718
Pinnacle Bancorp
Nebraska
$606K – – –
GI
719
GS Investments
Minnesota
$605K -$13.4K -610 -2%
GIM
720
Goelzer Investment Management
Indiana
$603K +$63.6K +2,886 +13%
AWA
721
Aquire Wealth Advisors
Utah
$602K – – –
PWMAG
722
Pinnacle Wealth Management Advisory Group
New Jersey
$601K +$44 +2 +0%
MPCL
723
My Personal CFO LLC
Washington
$601K +$374 +17 +0.1%
AL
724
ACAS LLC
California
$600K -$1.65K -75 -0.3%
SWM
725
Shakespeare Wealth Management
Wisconsin
$598K – – –
27 28
29
30 31