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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1251
Lodestone Wealth Management
Washington
$20.6K +$20.5K +786 New
SGK
1252
Steigerwald Gordon & Koch
Virginia
$20.5K – – –
BHWM
1253
Beaird Harris Wealth Management
Texas
$19.7K – – –
AIP
1254
Ameritas Investment Partners
Nebraska
$19.6K +$78 +3 +0.4%
FP
1255
Financial Perspectives
Minnesota
$19K +$78 +3 +0.4%
IWM
1256
Inlight Wealth Management
Georgia
$17.7K +$17.6K +675 New
EA
1257
Evolution Advisers
Virginia
$17K – – –
MCM
1258
Manchester Capital Management
Vermont
$15.7K – – –
GAMC
1259
Garner Asset Management Corp
Texas
$15.7K +$15.6K +600 New
M
1260
MOTCO
Texas
$15.5K – – –
KG
1261
Kilter Group
New York
$15.3K -$390 -15 -3%
CW
1262
Curio Wealth
Maryland
$15.1K – – –
APW
1263
Aventura Private Wealth
Florida
$15K – – –
AA
1264
Addison Advisors
Vermont
$14.8K – – –
IRAG
1265
Investment Research & Advisory Group
Georgia
$14.4K +$52 +2 +0.4%
IF
1266
Integrity Financial
Wyoming
$14.1K -$6.3K -242 -31%
RCM
1267
Raleigh Capital Management
North Carolina
$13.1K – – –
AW
1268
Avion Wealth
Texas
$13K +$26 +1 +0.2%
FHA
1269
Flagship Harbor Advisors
Massachusetts
$12.8K +$12.7K +488 New
WAG
1270
Wiser Advisor Group
Arizona
$12.2K -$17.6K -678 -59%
GCM
1271
Gunpowder Capital Management
Maryland
$11.9K +$11.8K +453 New
PWMA
1272
Pension & Wealth Management Advisors
Massachusetts
$11.7K +$26 +1 +0.2%
BAM
1273
Bellevue Asset Management
Washington
$11K – – –
MIM
1274
MTM Investment Management
South Carolina
$10.5K – – –
EWM
1275
Evolution Wealth Management
Florida
$10.5K – – –
49 50
51
52 53