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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
1251
Millstone Evans Group
Colorado
$24.8K -$8.29K -316 -24%
SIM
1252
Synergy Investment Management
Florida
$24.2K +$25.3K +963 New
UFPG
1253
United Financial Planning Group
New York
$23.4K +$14.5K +552 +146%
GJIA
1254
Glass Jacobson Investment Advisors
Maryland
$22.8K -$2.6K -99 -10%
TWC
1255
TD Waterhouse Canada
Ontario, Canada
$22.8K +$23.6K +900 New
B
1256
Birchbrook
Maine
$21.9K -$13.9K -529 -38%
AWM
1257
Activest Wealth Management
Florida
$20.3K +$21.2K +807 New
SGK
1258
Steigerwald Gordon & Koch
Virginia
$19.6K – – –
AIP
1259
Ameritas Investment Partners
Nebraska
$18.8K +$52 +2 +0.3%
BHWM
1260
Beaird Harris Wealth Management
Texas
$18.8K – – –
FP
1261
Financial Perspectives
Minnesota
$18.2K +$52 +2 +0.3%
LI
1262
LRI Investments
Florida
$16.8K -$17.5K -668 -50%
IRAG
1263
Investment Research & Advisory Group
Georgia
$16.6K +$2.96K +113 +21%
EA
1264
Evolution Advisers
Virginia
$16K – – –
MCM
1265
Manchester Capital Management
Vermont
$15.1K – – –
KG
1266
Kilter Group
New York
$14.6K – – –
APW
1267
Aventura Private Wealth
Florida
$14.3K – – –
CW
1268
Curio Wealth
Maryland
$14.2K – – –
AA
1269
Addison Advisors
Vermont
$14.2K – – –
RCM
1270
Raleigh Capital Management
North Carolina
$12.6K – – –
PMIM
1271
Prudent Man Investment Management
Colorado
$12.3K +$2.99K +114 +32%
AW
1272
Avion Wealth
Texas
$12K – – –
WAG
1273
Wiser Advisor Group
Arizona
$11.7K +$26 +1 +0.2%
GCM
1274
Gunpowder Capital Management
Maryland
$11.4K – – –
PWMA
1275
Pension & Wealth Management Advisors
Massachusetts
$11.2K +$26 +1 +0.2%
49 50
51
52 53