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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
726
Greenline Partners
New York
$642K +$6.73K +272 +1%
OFP
727
OLIO Financial Planning
Virginia
$637K -$25 -1 -0%
AAS
728
Annex Advisory Services
Wisconsin
$635K -$39.4K -1,590 -6%
HFA
729
Hershey Financial Advisers
Pennsylvania
$630K +$607K +24,504 New
SEIA
730
Signature Estate & Investment Advisors
California
$629K +$2.7K +109 +0.4%
AIP
731
Almanack Investment Partners
Pennsylvania
$622K -$1.89M -76,410 -76%
RFA
732
Rollins Financial Advisors
New York
$621K – – –
IWM
733
Integris Wealth Management
California
$620K – – –
TBWA
734
Three Bridge Wealth Advisors
California
$619K +$322 +13 +0.1%
NS
735
NBC Securities
Alabama
$616K – – –
TW
736
TritonPoint Wealth
Maryland
$614K – – –
WCFA
737
Walkner Condon Financial Advisors
Wisconsin
$613K – – –
BP
738
Broadleaf Partners
Ohio
$612K -$5.5K -222 -0.9%
SSW
739
Stone Summit Wealth
Florida
$606K -$14.6K -588 -2%
IF
740
IRON Financial
Illinois
$605K +$371 +15 +0.1%
CFA
741
Capstone Financial Advisors
Illinois
$604K +$297 +12 +0.1%
GI
742
GS Investments
Minnesota
$601K -$49.5K -2,000 -8%
MFA
743
Mayflower Financial Advisors
Massachusetts
$597K – – –
DAS
744
Dynamic Advisor Solutions
Arizona
$595K -$4.43K -179 -0.8%
WA
745
Waterford Advisors
New York
$590K -$2.87M -116,065 -83%
CNWM
746
Clay Northam Wealth Management
California
$583K -$18.6K -750 -3%
BF
747
Blankinship & Foster
California
$580K +$99 +4 +0%
CFO
748
Custos Family Office
Texas
$579K – – –
BTI
749
Blue Trust Inc
Georgia
$575K +$10.2K +414 +2%
FA
750
Faithward Advisors
Pennsylvania
$574K -$1.73K -70 -0.3%
28 29
30
31 32