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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
751
Signature Estate & Investment Advisors
California
$768K -$37.2K -1,329 -5%
AL
752
ADE LLC
Maryland
$768K +$377K +13,472 +103%
AWM
753
Apex Wealth Management
New Hampshire
$767K -$1.6K -57 -0.2%
HT
754
Heritage Trust
Oklahoma
$756K +$731K +26,110 New
PAMG
755
Patton Albertson Miller Group
Tennessee
$755K -$168 -6 -0%
RWRC
756
R.W. Roge & Company
New York
$752K – – –
AO
757
Advisor OS
Illinois
$751K -$7.75K -277 -1%
ML
758
McAdam LLC
Pennsylvania
$739K -$11.9K -425 -2%
CA
759
Clearstead Advisors
Ohio
$739K -$15.5K -554 -2%
SSI
760
Scott & Selber Inc
Texas
$737K -$45.5K -1,624 -6%
SSA
761
Shepherd Street Advisors
California
$732K -$560 -20 -0.1%
AWM
762
Apollon Wealth Management
South Carolina
$731K +$40.3K +1,440 +6%
GP
763
Greenline Partners
New York
$729K +$1.62K +58 +0.2%
WCFA
764
Walkner Condon Financial Advisors
Wisconsin
$728K +$1.34K +48 +0.2%
PB
765
Pinnacle Bancorp
Nebraska
$727K – – –
SWM
766
Shakespeare Wealth Management
Wisconsin
$727K – – –
HPIA
767
Hamilton Point Investment Advisors
North Carolina
$726K – – –
EL
768
EWA LLC
Pennsylvania
$725K +$25.1K +898 +4%
BA
769
Bridgewater Advisors
New York
$724K -$347K -12,379 -33%
OFP
770
OLIO Financial Planning
Virginia
$718K – – –
MYIA
771
Mount Yale Investment Advisors
Colorado
$718K -$566K -20,229 -45%
CFA
772
Cahill Financial Advisors
Minnesota
$706K -$80.7K -2,881 -11%
RWP
773
Reliant Wealth Planning
Kentucky
$695K – – –
RFA
774
Rollins Financial Advisors
New York
$691K – – –
DWP
775
Daymark Wealth Partners
Ohio
$690K +$14K +500 +2%
29 30
31
32 33