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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1026
Spire Wealth Management
Virginia
$222K -$378K -17,138 -65%
JBA
1027
Johnson Bixby & Associates
Washington
$222K – – –
GCM
1028
Glaxis Capital Management
Florida
$222K +$205K +9,315 New
HSWM
1029
Hubbell Strickland Wealth Management
Louisiana
$221K +$205K +9,293 New
CAWM
1030
Capital A Wealth Management
Pennsylvania
$221K +$83.3K +3,781 +2,022%
BRWA
1031
B. Riley Wealth Advisors
Florida
$221K +$204K +9,256 New
BFS
1032
BridgePort Financial Solutions
Iowa
$220K +$203K +9,225 New
BAAM
1033
Baker Avenue Asset Management
California
$220K +$203K +9,219 New
JWM
1034
Jackson Wealth Management
Florida
$219K +$202K +9,182 New
SCM
1035
Schnieders Capital Management
California
$218K +$202K +9,151 New
ACI
1036
Alpha Cubed Investments
California
$218K -$23.1K -1,050 -10%
CPCM
1037
Cardinal Point Capital Management
Ontario, Canada
$218K +$4.79M +217,616 New
VIA
1038
Victrix Investment Advisors
Florida
$217K +$201K +9,119 New
RRA
1039
Round Rock Advisors
Connecticut
$217K +$201K +9,108 New
WI
1040
Wedgewood Investors
Pennsylvania
$216K +$200K +9,080 New
RF
1041
Robinswood Financial
Washington
$216K +$198 +9 +0.1%
SIC
1042
SJS Investment Consulting
Ohio
$215K – – –
EAM
1043
Empirical Asset Management
Massachusetts
$215K +$198K +9,007 New
SIAP
1044
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$215K +$198K +9,005 New
DAC
1045
Dividend Assets Capital
South Carolina
$214K +$198K +9,000 New
WPIC
1046
White Pine Investment Company
Michigan
$214K -$33.6K -1,527 -15%
BAMG
1047
Brand Asset Management Group
Missouri
$214K +$198K +8,976 New
NEPWA
1048
New England Private Wealth Advisors
Massachusetts
$213K +$192K +8,717 New
AGC
1049
Aspen Grove Capital
Colorado
$213K +$197K +8,935 New
CWM
1050
Connecticut Wealth Management
Connecticut
$213K -$69.8K -3,168 -26%
40 41
42
43 44