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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
776
Daymark Wealth Partners
Ohio
$612K +$242K +9,310 +66%
AAS
777
Annex Advisory Services
Wisconsin
$611K -$36.5K -1,404 -6%
CFA
778
Capstone Financial Advisors
Illinois
$610K -$6.27K -241 -1%
GI
779
GS Investments
Minnesota
$609K -$3.9K -150 -0.6%
SSA
780
Shepherd Street Advisors
California
$608K +$604K +23,193 New
HFA
781
Hershey Financial Advisers
Pennsylvania
$608K -$34.6K -1,330 -5%
AWA
782
Aquire Wealth Advisors
Utah
$601K -$61.4K -2,358 -9%
CNWM
783
Clay Northam Wealth Management
California
$595K – – –
SC
784
Shuttleworth & Co
Ohio
$595K +$36.5K +1,402 +7%
BTI
785
Blue Trust Inc
Georgia
$594K +$7.16K +275 +1%
CFO
786
Custos Family Office
Texas
$590K -$677 -26 -0.1%
NS
787
NBC Securities
Alabama
$590K -$38.4K -1,476 -6%
TFA
788
TrustWell Financial Advisors
Florida
$589K +$585K +22,463 New
SPWM
789
Schrum Private Wealth Management
Florida
$586K +$1.77K +68 +0.3%
CA
790
Clearstead Advisors
Ohio
$585K +$34.8K +1,336 +6%
FA
791
Faithward Advisors
Pennsylvania
$581K -$4.19K -161 -0.7%
TIM
792
Total Investment Management
Arizona
$574K +$1.09K +42 +0.2%
SSW
793
Stone Summit Wealth
Florida
$573K -$45.3K -1,739 -7%
MFA
794
Mayflower Financial Advisors
Massachusetts
$572K -$39K -1,497 -6%
WA
795
Waterford Advisors
New York
$570K -$31.2K -1,200 -5%
BSI
796
Bennett Selby Investments
Maine
$570K +$566K +21,739 New
GIM
797
Goelzer Investment Management
Indiana
$569K -$142K -5,473 -20%
NW
798
Naviter Wealth
Arkansas
$569K – – –
ATC
799
Argent Trust Co
Tennessee
$568K – – –
PRI
800
Prepared Retirement Institute
Pennsylvania
$567K +$1.93K +74 +0.3%
30 31
32
33 34