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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
926
Wedgewood Investors
Pennsylvania
– -$204K -10,812 Closed
CA
927
Carson Advisory
Georgia
– -$203K -10,800 Closed
AC
928
Apella Capital
Connecticut
– -$203K -10,770 Closed
SFP
929
Sterling Financial Planning
New Jersey
– -$202K -10,728 Closed
CIM
930
Chapman Investment Management
California
– -$201K -10,680 Closed
EWM
931
Elmwood Wealth Management
California
– -$76K -4,050 Closed
SMA
932
Sage Mountain Advisors
Georgia
– -$57K -3,000 Closed
SFPG
933
Stonebridge Financial Planning Group
Florida
– -$41K -2,382 Closed
TLFA
934
True Link Financial Advisors
California
– -$39K -2,046 Closed
BAM
935
Barrett Asset Management
New York
– -$37K -1,980 Closed
FHA
936
First Horizon Advisors
Tennessee
– -$35K -1,902 Closed
CFCI
937
Comprehensive Financial Consultants Institutional
Indiana
– -$31K -1,800 Closed
EIP
938
Ellis Investment Partners
Pennsylvania
– -$25K -1,368 Closed
CWS
939
Confluence Wealth Services
Pennsylvania
– -$14K -786 Closed
PA
940
PSI Advisors
Florida
– -$12K -624 Closed
GEA
941
Glen Eagle Advisors
New Jersey
– -$7.68K -408 Closed
SL
942
Savior LLC
Massachusetts
– -$6K -318 Closed
RCM
943
Regency Capital Management
Hawaii
– -$5K -270 Closed
SLWA
944
San Luis Wealth Advisors
California
– +$53 +3 New
TCM
945
Tradewinds Capital Management
Washington
– +$211 +12 New
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