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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
951
Carolina Wealth Advisors
South Carolina
$265K -$22.3K -982 -7%
MMCM
952
Murphy & Mullick Capital Management
New York
$264K – – –
ACM
953
Advisors Capital Management
New Jersey
$264K -$30.1K -1,325 -10%
GD
954
Grandfield & Dodd
New York
$264K -$3.98K -175 -1%
VCM
955
Virtue Capital Management
Tennessee
$263K +$278K +12,227 New
CWM
956
Connecticut Wealth Management
Connecticut
$260K -$1.45M -63,544 -84%
WP
957
WealthShield Partners
North Carolina
$258K -$56.2K -2,472 -17%
SIMC
958
Squire Investment Management Company
Utah
$258K +$45 +2 +0%
CGA
959
Crescent Grove Advisors
Illinois
$258K – – –
SSW
960
Stone Summit Wealth
Florida
$257K -$28.4K -1,247 -9%
NRC
961
New Republic Capital
North Carolina
$257K +$159K +6,969 +140%
AP
962
Americana Partners
Texas
$256K +$819 +36 +0.3%
VWM
963
Vigilare Wealth Management
Arizona
$255K +$91 +4 +0%
FFA
964
Founders Financial Alliance
North Carolina
$254K +$16.2K +713 +6%
CCMI
965
Creative Capital Management Investments
California
$254K – – –
CA
966
Claris Advisors
Missouri
$253K +$819 +36 +0.3%
MFF
967
Michels Family Financial
Texas
$249K -$1.64K -72 -0.6%
MSWMA
968
Market Street Wealth Management Advisors
Indiana
$247K – – –
BWA
969
Burt Wealth Advisors
Maryland
$246K – – –
PWM
970
Paulson Wealth Management
Illinois
$246K -$231K -10,169 -47%
SAM
971
Smartleaf Asset Management
Massachusetts
$246K +$247K +10,857 +1,729%
SCA
972
Snowden Capital Advisors
New York
$244K – – –
LFAS
973
Level Four Advisory Services
Texas
$244K -$933 -41 -0.4%
MM
974
Main Management
California
$242K – – –
SAM
975
Silvercrest Asset Management
New York
$242K – – –
37 38
39
40 41