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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
901
Guardian Financial Partners
California
$229K – – –
FIA
902
FPC Investment Advisory
California
$227K – – –
AAG
903
Armstrong Advisory Group
Massachusetts
$227K -$84.7K -4,182 -28%
AIMC
904
Alley Investment Management Company
Illinois
$224K – – –
MCA
905
Magnolia Capital Advisors
Mississippi
$224K +$216K +10,677 New
AWM
906
Act Wealth Management
Texas
$223K +$2.31K +114 +1%
RWA
907
River Wealth Advisors
Pennsylvania
$223K +$608 +30 +0.3%
FA
908
Fiduciary Alliance
South Carolina
$221K -$33.9K -1,671 -14%
EAM
909
Empirical Asset Management
Massachusetts
$219K +$3.89K +192 +2%
CAC
910
Certified Advisory Corp
Florida
$219K – – –
UFA
911
US Financial Advisors
Massachusetts
$219K – – –
AIA
912
Armor Investment Advisors
North Carolina
$217K +$61 +3 +0%
LWM
913
Lyell Wealth Management
California
$217K – – –
TWM
914
Tanager Wealth Management
United Kingdom
$216K – – –
AO
915
Advisor OS
Illinois
$215K +$208K +10,278 New
RIA
916
Regal Investment Advisors
Michigan
$215K +$5.04K +249 +2%
PMFA
917
Plante Moran Financial Advisors
Michigan
$214K -$9.54K -471 -4%
HA
918
HC Advisors
Georgia
$214K – – –
ACI
919
Alpha Cubed Investments
California
$213K -$6.75K -333 -3%
APA
920
Astoria Portfolio Advisors
New York
$213K +$206K +10,152 New
RP
921
Riverwater Partners
Wisconsin
$212K -$30.3K -1,494 -13%
SPA
922
Sentinel Pension Advisors
Massachusetts
$212K – – –
NCM
923
Noesis Capital Mangement
Florida
$212K – – –
SI
924
Stephens Inc
Arkansas
$211K – – –
MFT
925
Moisand Fitzgerald Tamayo
Florida
$211K -$4.98K -246 -2%
35 36
37
38 39