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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
$699K – – –
GIM
702
Goelzer Investment Management
Indiana
$699K +$46.2K +1,866 +7%
PCWA
703
Pacific Capital Wealth Advisors
California
$694K -$37.1K -1,500 -5%
AA
704
AF Advisors
California
$692K -$1.31K -53 -0.2%
WF
705
Womack Financial
Texas
$688K +$18.6K +750 +3%
SWA
706
Sightline Wealth Advisors
Connecticut
$686K +$65.1K +2,630 +11%
AO
707
Advisor OS
Illinois
$685K +$181K +7,316 +38%
PAMG
708
Patton Albertson Miller Group
Tennessee
$684K -$45.7K -1,845 -6%
CWM
709
Cahaba Wealth Management
Georgia
$683K -$977K -39,460 -60%
BTWM
710
Baker Tilly Wealth Management
Wisconsin
$683K -$7.97K -322 -1%
ML
711
McAdam LLC
Pennsylvania
$682K -$26.7K -1,079 -4%
AWM
712
AE Wealth Management
Kansas
$681K +$26K +1,049 +4%
EE
713
EWG Elevate
California
$681K -$231K -9,320 -26%
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$678K +$28.5K +1,150 +5%
CAAM
715
Cornerstone Advisors Asset Management
Pennsylvania
$671K +$1.88K +76 +0.3%
SW
716
SteelPeak Wealth
California
$669K +$103K +4,174 +19%
AWA
717
Aletheian Wealth Advisors
Washington
$665K +$50 +2 +0%
SIMG
718
Sonora Investment Management Group
Arizona
$660K +$224K +9,069 +55%
PCA
719
Prosperity Capital Advisors
Ohio
$658K +$33.3K +1,347 +6%
SWP
720
Stratos Wealth Partners
Ohio
$651K +$9.51K +384 +2%
AWA
721
Aquire Wealth Advisors
Utah
$649K – – –
SAM
722
Summit Asset Management
Tennessee
$649K +$15.1K +608 +2%
PB
723
Pinnacle Bancorp
Nebraska
$645K -$8.42K -340 -1%
SWM
724
Shakespeare Wealth Management
Wisconsin
$645K – – –
HPIA
725
Hamilton Point Investment Advisors
North Carolina
$644K +$482K +19,466 +348%
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