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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
101
IMA Advisory Services
Colorado
$12.1M -$160K -10,659 -1%
AA
102
Ashford Advisors
New York
$12.1M – – –
PP
103
PrairieView Partners
Minnesota
$12.1M -$919K -61,149 -7%
SA
104
Shilanski & Associates
Alaska
$12M +$9.46M +629,214 +363%
GVAG
105
Great Valley Advisor Group
Delaware
$11.9M +$356K +23,664 +3%
WWM
106
WT Wealth Management
Arizona
$11.8M -$3.89M -258,648 -25%
FWA
107
Freedom Wealth Alliance
Wisconsin
$11.6M +$11.7M +776,217 New
IDA
108
Intelligence Driven Advisers
California
$11.5M -$629K -41,865 -5%
SIG
109
Spinnaker Investment Group
California
$11.5M -$929K -61,794 -7%
TW
110
TrinityPoint Wealth
Connecticut
$11.4M -$58.3K -3,876 -0.5%
SWM
111
SigFig Wealth Management
California
$11.3M -$147K -9,810 -2%
IA
112
IFP Advisors
Florida
$11.1M -$70.7K -4,701 -0.9%
RC
113
Roundview Capital
New Jersey
$10.8M +$425K +28,302 +4%
ECM
114
Elgethun Capital Management
South Dakota
$10.7M -$100K -6,678 -0.9%
TWM
115
Tradition Wealth Management
Minnesota
$10.6M -$305K -20,307 -3%
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$10.3M -$396K -26,337 -4%
EI
117
Ellevest Inc
New York
$10.2M +$7.51M +499,833 +270%
MIA
118
Milestone Investment Advisors
Wisconsin
$10M +$10.1M +671,112 New
HI
119
Harbour Investments
Wisconsin
$9.97M -$4.97M -330,375 -33%
SC
120
Savant Capital
Illinois
$9.94M -$1.08M -71,937 -10%
TWM
121
Tanglewood Wealth Management
Texas
$9.86M -$287K -19,095 -3%
PCM
122
Passive Capital Management
Maryland
$9.18M +$413K +27,465 +5%
WAM
123
Weinberger Asset Management
California
$8.81M +$98.5K +6,555 +1%
RWA
124
Rainsberger Wealth Advisors
Colorado
$8.79M -$10.4K -690 -0.1%
VCP
125
Vista Capital Partners
Oregon
$8.76M +$3.55M +236,364 +68%
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