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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
$644K -$33.3K -1,269 -5%
GP
752
Greenline Partners
New York
$630K +$2.15K +82 +0.3%
SSA
753
Shepherd Street Advisors
California
$630K +$50.5K +1,924 +8%
AWA
754
Aletheian Wealth Advisors
Washington
$630K +$659K +25,109 New
PB
755
Pinnacle Bancorp
Nebraska
$630K – – –
WCFA
756
Walkner Condon Financial Advisors
Wisconsin
$630K +$46K +1,754 +8%
SWM
757
Shakespeare Wealth Management
Wisconsin
$630K – – –
FFWA
758
FRG Family Wealth Advisors
Washington
$629K +$189K +7,202 +40%
HPIA
759
Hamilton Point Investment Advisors
North Carolina
$629K – – –
OFP
760
OLIO Financial Planning
Virginia
$622K – – –
RFP
761
Root Financial Partners
California
$607K -$5.88K -224 -0.9%
EL
762
EWA LLC
Pennsylvania
$606K -$127K -4,826 -17%
TVAMP
763
Tennessee Valley Asset Management Partners
Tennessee
$605K +$633K +24,122 New
IWM
764
Integris Wealth Management
California
$605K – – –
RWP
765
Reliant Wealth Planning
Kentucky
$602K -$83.6K -3,186 -12%
SAM
766
Summit Asset Management
Tennessee
$601K -$33.5K -1,277 -5%
RFA
767
Rollins Financial Advisors
New York
$599K – – –
AWM
768
Apollon Wealth Management
South Carolina
$597K -$135K -5,132 -18%
CWM
769
Centric Wealth Management
Illinois
$592K +$560K +21,359 New
SC
770
Shuttleworth & Co
Ohio
$590K +$22.4K +854 +4%
SC
771
SouthState Corp
Florida
$590K -$62.9K -2,396 -9%
IF
772
IRON Financial
Illinois
$588K -$2.6K -99 -0.4%
TW
773
TritonPoint Wealth
Maryland
$588K – – –
DWP
774
Daymark Wealth Partners
Ohio
$586K – – –
GI
775
GS Investments
Minnesota
$583K – – –
29 30
31
32 33