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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
726
Advisortrust Partners
North Carolina
$698K -$29.5K -1,125 -4%
TCWM
727
Total Clarity Wealth Management
Illinois
$694K +$240K +9,147 +49%
KL
728
KilterHowling LLC
Colorado
$684K +$460K +17,539 +180%
CFA
729
Cahill Financial Advisors
Minnesota
$684K -$167K -6,362 -19%
KWM
730
KRM Wealth Management
Nevada
$681K +$1.34K +51 +0.2%
SWA
731
Sightline Wealth Advisors
Connecticut
$680K +$4.88K +186 +0.7%
SSI
732
Scott & Selber Inc
Texas
$680K -$9.84K -375 -1%
PCWA
733
Pacific Capital Wealth Advisors
California
$678K – – –
PA
734
Perennial Advisors
New York
$677K -$656 -25 -0.1%
TAM
735
Townsend Asset Management
North Carolina
$677K -$128K -4,894 -15%
BW
736
BIP Wealth
Georgia
$674K +$37.4K +1,427 +6%
PFA
737
Perryman Financial Advisory
Texas
$674K +$1.13K +43 +0.2%
CWM
738
Cahaba Wealth Management
Georgia
$670K +$1.73K +66 +0.2%
BTWM
739
Baker Tilly Wealth Management
Wisconsin
$668K +$840 +32 +0.1%
AWM
740
Apex Wealth Management
New Hampshire
$666K -$168K -6,404 -19%
GAM
741
Grandview Asset Management
Pennsylvania
$664K +$673K +25,644 New
DP
742
Denver PWM
Colorado
$663K -$163K -6,198 -21%
AC
743
Apella Capital
Connecticut
$660K +$147K +5,610 +30%
CAAM
744
Cornerstone Advisors Asset Management
Pennsylvania
$659K +$1.94K +74 +0.3%
AO
745
Advisor OS
Illinois
$658K +$577 +22 +0.1%
PAMG
746
Patton Albertson Miller Group
Tennessee
$654K -$12K -458 -2%
CA
747
Clearstead Advisors
Ohio
$654K +$98.1K +3,739 +17%
ML
748
McAdam LLC
Pennsylvania
$651K -$10.9K -417 -2%
RWRC
749
R.W. Roge & Company
New York
$651K -$50.8K -1,935 -7%
SWP
750
Stratos Wealth Partners
Ohio
$644K -$33.3K -1,269 -5%
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30
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