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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1101
Alpha Cubed Investments
California
$240K – – –
RRA
1102
Round Rock Advisors
Connecticut
$240K +$338 +13 +0.1%
NEPWA
1103
New England Private Wealth Advisors
Massachusetts
$237K +$78 +3 +0%
SIAP
1104
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K – – –
VF
1105
Vawter Financial
Ohio
$236K -$3.2K -123 -1%
DAC
1106
Dividend Assets Capital
South Carolina
$236K – – –
RF
1107
Robinswood Financial
Washington
$235K +$26 +1 +0%
AGC
1108
Aspen Grove Capital
Colorado
$235K +$208 +8 +0.1%
CWM
1109
Connecticut Wealth Management
Connecticut
$234K – – –
AIM
1110
Aurora Investment Managers
Florida
$234K – – –
GWS
1111
Glassman Wealth Services
Virginia
$234K – – –
FWP
1112
Falcon Wealth Planning
California
$233K – – –
AWM
1113
Act Wealth Management
Texas
$232K -$61.7K -2,371 -21%
SAM
1114
SVRN Asset Management
Texas
$232K +$230K +8,844 New
SWM
1115
Sherman Wealth Management
Maryland
$231K +$229K +8,796 New
AIA
1116
Armor Investment Advisors
North Carolina
$230K +$156 +6 +0.1%
SIC
1117
SJS Investment Consulting
Ohio
$230K – – –
DWML
1118
Decker Wealth Management LLC
Tennessee
$228K +$226K +8,700 New
TFS
1119
Thoroughbred Financial Services
Tennessee
$228K +$104 +4 +0%
BMCM
1120
Bryn Mawr Capital Management
Pennsylvania
$228K -$40.1K -1,540 -15%
GCM
1121
Gibraltar Capital Management
Oklahoma
$227K +$225K +8,661 New
NWP
1122
NerdWallet Wealth Partners
New York
$226K +$2.24K +86 +1%
CFA
1123
CWS Financial Advisors
Michigan
$225K – – –
CPCM
1124
Cardinal Point Capital Management
Ontario, Canada
$222K -$3.23K -124 -1%
HSWM
1125
Hubbell Strickland Wealth Management
Louisiana
$222K -$22.5K -865 -9%
43 44
45
46 47