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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
726
Savvy Advisors Inc
New York
$568K -$115K -5,014 -17%
JWCA
727
J.W. Cole Advisors
Florida
$568K +$19.3K +847 +4%
JWM
728
Jeppson Wealth Management
California
$567K +$1.92K +84 +0.3%
SSI
729
Scott & Selber Inc
Texas
$562K +$2.99K +131 +0.5%
PWMA
730
Pension & Wealth Management Advisors
Massachusetts
$558K -$1.49K -65 -0.3%
GP
731
Greenline Partners
New York
$557K +$1.78K +78 +0.3%
BWA
732
Bordeaux Wealth Advisors
California
$556K +$31.3K +1,370 +6%
WF
733
Womack Financial
Texas
$552K +$555K +24,306 New
BF
734
Blankinship & Foster
California
$551K +$69 +3 +0%
GC
735
Gilbert & Cook
Iowa
$551K -$29.7K -1,300 -5%
SWA
736
Sightline Wealth Advisors
Connecticut
$550K +$4.57K +200 +0.8%
RFA
737
Rollins Financial Advisors
New York
$548K -$228 -10 -0%
CWM
738
Congress Wealth Management
Massachusetts
$546K -$319K -13,949 -37%
CFA
739
Capstone Financial Advisors
Illinois
$545K +$6.55K +287 +1%
HNB
740
Huntington National Bank
Ohio
$545K – – –
RAG
741
RIA Advisory Group
Iowa
$536K -$44.5K -1,948 -8%
TW
742
TritonPoint Wealth
Maryland
$536K +$23 +1 +0%
G
743
Gainplan
Michigan
$536K -$12.8K -561 -2%
BP
744
Broadleaf Partners
Ohio
$534K +$822 +36 +0.2%
IF
745
IRON Financial
Illinois
$533K -$6.67K -292 -1%
CNWM
746
Clay Northam Wealth Management
California
$532K -$7.99K -350 -1%
MFA
747
Mayflower Financial Advisors
Massachusetts
$529K – – –
ECG
748
Edge Capital Group
Georgia
$528K -$520K -22,770 -98%
SAM
749
Summit Asset Management
Tennessee
$527K – – –
CWA
750
Clarity Wealth Advisors
California
$527K -$21.6K -945 -4%
28 29
30
31 32