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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
951
NWAM LLC
Washington
– -$227K -15,162 Closed
AWA
952
Arkadios Wealth Advisors
Georgia
– -$224K -15,018 Closed
FPFS
953
First Personal Financial Services
North Carolina
– -$224K -15,000 Closed
SWIM
954
Smallwood Wealth Investment Management
New Jersey
– -$223K -14,958 Closed
HKIMG
955
Hutchens & Kramer Investment Management Group
Indiana
– -$210K -14,064 Closed
LF
956
LifeSteps Financial
California
– -$210K -14,031 Closed
MCC
957
Money Concepts Capital
Florida
– -$131K -8,751 Closed
CG
958
Cutler Group
California
– -$87.3K -5,586 Closed
MWM
959
MinichMacGregor Wealth Management
New York
– -$69.6K -4,659 Closed
LS
960
Leelyn Smith
Illinois
– -$34.4K -2,301 Closed
VWM
961
Valley Wealth Managers
New Jersey
– -$32.7K -2,190 Closed
RIA
962
Realta Investment Advisors
Delaware
– -$29.8K -1,998 Closed
SIS
963
Sound Income Strategies
Florida
– -$28.6K -1,914 Closed
SC
964
Sierra Capital
Florida
– -$27K -1,800 Closed
OWA
965
One Wealth Advisors
California
– -$24.1K -1,614 Closed
KHC
966
Koesten Hirschmann & Crabtree
Kansas
– -$20.8K -1,392 Closed
RBC
967
Romano Brothers & Co
Illinois
– -$14.2K -948 Closed
ACP
968
Arcus Capital Partners
Georgia
– -$11.6K -777 Closed
CBT
969
CoreFirst Bank & Trust
Kansas
– -$11.6K -774 Closed
CS
970
Comerica Securities
Michigan
– -$4.12K -276 Closed
BEI
971
Benjamin Edwards Inc
Missouri
– -$4K -273 Closed
TCM
972
Tradewinds Capital Management
Washington
– -$2.38K -159 Closed
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