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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
851
Evergreen Capital Management
Washington
$560K -$12.6K -449 -2%
RAG
852
RIA Advisory Group
Iowa
$559K -$13.8K -493 -2%
SAM
853
Smithbridge Asset Management
Pennsylvania
$557K -$52.9K -1,890 -9%
BIM
854
Baldwin Investment Management
Pennsylvania
$556K – – –
7WCP
855
71 West Capital Partners
Massachusetts
$556K – – –
AIM
856
Anchor Investment Management
South Carolina
$553K – – –
WAM
857
Worth Asset Management
Texas
$550K +$189K +6,763 +55%
GC
858
Gilbert & Cook
Iowa
$550K – – –
TPI
859
Trust Point Inc
Wisconsin
$549K +$531K +18,962 New
AFGAS
860
Allegiance Financial Group Advisory Services
Virginia
$549K – – –
CCA
861
Clarity Capital Advisors
Florida
$547K +$644 +23 +0.1%
VAG
862
VisionPoint Advisory Group
Texas
$546K – – –
RWP
863
Revolve Wealth Partners
New Jersey
$544K -$4.98K -178 -0.9%
FBB
864
Fulton Breakefield Broenniman
Maryland
$543K +$756 +27 +0.1%
CFD
865
Creative Financial Designs
Indiana
$539K +$474K +16,935 +1,012%
HCP
866
Hardin Capital Partners
South Carolina
$537K – – –
YAL
867
Your Advocates Ltd
Texas
$535K -$29.8K -1,065 -5%
HOWA
868
Heritage Oak Wealth Advisors
Florida
$533K -$29.1K -1,040 -5%
MMCM
869
Murphy & Mullick Capital Management
New York
$532K +$40.6K +1,450 +9%
CWA
870
Canvas Wealth Advisors
Kansas
$528K +$3.36K +120 +0.7%
OFG
871
Opulen Financial Group
Virginia
$527K +$124K +4,431 +32%
SFP
872
Shepherd Financial Partners
Massachusetts
$526K +$1.34K +48 +0.3%
AUB
873
Atlantic Union Bankshares
Virginia
$526K -$33.3K -1,189 -6%
SWP
874
Strategic Wealth Partners
Ohio
$525K -$12.3K -438 -2%
RCWM
875
Royal Capital Wealth Management
Indiana
$524K +$140 +5 +0%
33 34
35
36 37