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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
751
Root Financial Partners
California
$776K +$73.3K +2,617 +11%
BTWM
752
Baker Tilly Wealth Management
Wisconsin
$772K +$812 +29 +0.1%
MWA
753
Muirfield Wealth Advisors
North Carolina
$770K -$65.9K -2,355 -8%
SEIA
754
Signature Estate & Investment Advisors
California
$768K -$37.2K -1,329 -5%
AL
755
ADE LLC
Maryland
$768K +$377K +13,472 +103%
AWM
756
Apex Wealth Management
New Hampshire
$767K -$1.6K -57 -0.2%
HT
757
Heritage Trust
Oklahoma
$756K +$731K +26,110 New
PAMG
758
Patton Albertson Miller Group
Tennessee
$755K -$168 -6 -0%
RWRC
759
R.W. Roge & Company
New York
$752K – – –
AO
760
Advisor OS
Illinois
$751K -$7.75K -277 -1%
ML
761
McAdam LLC
Pennsylvania
$739K -$11.9K -425 -2%
CA
762
Clearstead Advisors
Ohio
$739K -$15.5K -554 -2%
SSI
763
Scott & Selber Inc
Texas
$737K -$45.5K -1,624 -6%
SSA
764
Shepherd Street Advisors
California
$732K -$560 -20 -0.1%
AWM
765
Apollon Wealth Management
South Carolina
$731K +$40.3K +1,440 +6%
GP
766
Greenline Partners
New York
$729K +$1.62K +58 +0.2%
WCFA
767
Walkner Condon Financial Advisors
Wisconsin
$728K +$1.34K +48 +0.2%
PB
768
Pinnacle Bancorp
Nebraska
$727K – – –
SWM
769
Shakespeare Wealth Management
Wisconsin
$727K – – –
HPIA
770
Hamilton Point Investment Advisors
North Carolina
$726K – – –
EL
771
EWA LLC
Pennsylvania
$725K +$25.1K +898 +4%
BA
772
Bridgewater Advisors
New York
$724K -$347K -12,379 -33%
OFP
773
OLIO Financial Planning
Virginia
$718K – – –
MYIA
774
Mount Yale Investment Advisors
Colorado
$718K -$566K -20,229 -45%
CFA
775
Cahill Financial Advisors
Minnesota
$706K -$80.7K -2,881 -11%
29 30
31
32 33