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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
751
Stratos Wealth Partners
Ohio
$525K -$51.3K -2,246 -9%
HA
752
Hanover Advisors
South Carolina
$523K – – –
NL
753
NWAM LLC
Washington
$523K -$45.9K -2,010 -8%
TIM
754
Total Investment Management
Arizona
$522K +$73.1K +3,201 +16%
CFO
755
Custos Family Office
Texas
$522K – – –
WA
756
Waterford Advisors
New York
$521K – – –
SWM
757
Sterling Wealth Management
Illinois
$521K -$46 -2 -0%
HOWA
758
Heritage Oak Wealth Advisors
Florida
$516K +$519K +22,720 New
FA
759
Faithward Advisors
Pennsylvania
$511K -$31.4K -1,374 -6%
NFW
760
Noble Family Wealth
Florida
$507K -$868 -38 -0.2%
DWM
761
Dakota Wealth Management
Florida
$501K -$36.7K -1,608 -7%
FF
762
Financial Futures
New Jersey
$499K +$51.4K +2,250 +11%
TCM
763
Telos Capital Management
California
$499K +$82K +3,588 +20%
HCC
764
Hirtle Callaghan & Co
Pennsylvania
$496K – – –
EHC
765
Everett Harris & Co
California
$495K +$73.7K +3,225 +17%
PSCM
766
Per Stirling Capital Management
Texas
$493K +$525 +23 +0.1%
NW
767
Naviter Wealth
Arkansas
$492K – – –
ATC
768
Argent Trust Co
Tennessee
$491K – – –
PWM
769
Paulson Wealth Management
Illinois
$490K -$50.5K -2,213 -9%
SFG
770
Sovereign Financial Group
Connecticut
$490K +$457 +20 +0.1%
SFS
771
Sowell Financial Services
Arkansas
$488K +$492K +21,519 New
RWP
772
Revolve Wealth Partners
New Jersey
$488K -$4.18K -183 -0.8%
AWA
773
Alaska Wealth Advisors
Alaska
$488K -$17.1K -750 -3%
BL
774
Balentine LLC
Georgia
$482K – – –
HFS
775
Heritage Financial Services
Massachusetts
$482K – – –
29 30
31
32 33