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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
1201
Ellenbecker Investment Group
Wisconsin
– -$244K -11,022 Closed
LWM
1202
Lyell Wealth Management
California
– -$230K -10,377 Closed
AWM
1203
Aprio Wealth Management
Georgia
– -$217K -9,798 Closed
SCI
1204
Silver Coast Investments
United States
– -$217K -9,768 Closed
LGG
1205
Luts & Greenleigh Group
Maryland
– -$203K -9,147 Closed
MPW
1206
Monterey Private Wealth
California
– -$202K -9,087 Closed
CA
1207
Claro Advisors
Massachusetts
– -$201K -9,069 Closed
PCA
1208
Providence Capital Advisors
North Carolina
– -$133K -6,000 Closed
SS
1209
Sunbelt Securities
Texas
– -$129K -5,826 Closed
CT
1210
Colonial Trust
South Carolina
– -$118K -5,304 Closed
DWM
1211
Dogwood Wealth Management
Kansas
– -$103K -4,656 Closed
JGCM
1212
Joseph Group Capital Management
Ohio
– -$65.9K -2,973 Closed
HGERS
1213
Householder Group Estate & Retirement Specialist
Arizona
– -$35K -1,605 Closed
FPF
1214
First Pacific Financial
Washington
– -$26.5K -1,194 Closed
UCI
1215
Uncommon Cents Investing
Wisconsin
– -$24.4K -1,098 Closed
RWM
1216
Reston Wealth Management
Virginia
– -$17K -768 Closed
HT
1217
Headlands Technologies
Illinois
– -$13.8K -621 Closed
MIM
1218
Macroview Investment Management
Maryland
– -$8.78K -396 Closed
CMA
1219
Cedar Mountain Advisors
Oregon
– -$7.09K -321 Closed
IBOK
1220
Independence Bank of Kentucky
Kentucky
– -$5.85K -264 Closed
SFCL
1221
Strengthening Families & Communities LLC
Massachusetts
– -$2.01K -90 Closed
HGA
1222
Hobbs Group Advisors
South Carolina
– -$665 -30 Closed
RWA
1223
Redmont Wealth Advisors
Illinois
– -$439 -21 Closed
CAM
1224
Clio Asset Management
Virginia
– -$333 -15 Closed
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