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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1151
Inlight Wealth Management
Georgia
$4.46K +$4.71K +207 New
DAM
1152
Delta Asset Management
Tennessee
$4.36K – – –
TWC
1153
TD Waterhouse Canada
Ontario, Canada
$4.28K – – –
CAWM
1154
Capital A Wealth Management
Pennsylvania
$4.03K +$136 +6 +3%
BBHC
1155
Brown Brothers Harriman & Co
New York
$3.88K – – –
FGAM
1156
Financial Gravity Asset Management
Texas
$3.88K +$4.09K +180 New
GWP
1157
Gen-Wealth Partners
Michigan
$3.38K -$4.8K -211 -57%
HNW
1158
High Note Wealth
Minnesota
$3.36K – – –
HFS
1159
Hopwood Financial Services
Virginia
$2.84K – – –
CFP
1160
Comprehensive Financial Planning
Pennsylvania
$2.76K – – –
NB
1161
NBT Bank
New York
$2.72K – – –
RDFA
1162
Ritter Daniher Financial Advisory
Ohio
$2.5K +$728 +32 +38%
KHC
1163
Koesten Hirschmann & Crabtree
Kansas
$1.81K – – –
AWM
1164
AllSquare Wealth Management
New York
$1.42K – – –
NRWA
1165
North Ridge Wealth Advisors
Oregon
$1.29K – – –
GSWM
1166
Golden State Wealth Management
California
$1.16K – – –
LWMI
1167
Legacy Wealth Management (Idaho)
Idaho
$1.16K – – –
MAFA
1168
MJT & Associates Financial Advisory
Minnesota
$781 +$842 +37 New
SIS
1169
Sound Income Strategies
Florida
$646 -$2.52K -111 -79%
RWA
1170
Redmont Wealth Advisors
Illinois
$425 +$455 +20 New
HFS
1171
Hughes Financial Services
Virginia
$324 +$341 +15 New
EWA
1172
EQ Wealth Advisors
Texas
$194 +$205 +9 New
CTA
1173
Colonial Trust Advisors
South Carolina
$36 – – –
IA
1174
IFS Advisors
Kansas
$36 – – –
WCM
1175
Weaver Capital Management
Georgia
– -$33.9M -1,493,645 Closed
45 46
47
48 49