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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1401
GWN Securities
Florida
– -$361K -14,391 Closed
DSAM
1402
Dock Street Asset Management
Florida
– -$303K -12,053 Closed
GFP
1403
Guardian Financial Partners
California
– -$286K -11,402 Closed
QPWM
1404
Quadrant Private Wealth Management
Pennsylvania
– -$260K -10,354 Closed
FC
1405
Farringdon Capital
United Kingdom
– -$255K -10,169 Closed
4WM
1406
49 Wealth Management
Texas
– -$243K -9,672 Closed
DSA
1407
Droms Strauss Advisors
Missouri
– -$242K -9,635 Closed
BFS
1408
BridgePort Financial Solutions
Iowa
– -$234K -9,304 Closed
JWM
1409
Jackson Wealth Management
Florida
– -$230K -9,182 Closed
LWP
1410
LFG Wealth Partners
Kentucky
– -$228K -9,087 Closed
DAC
1411
Dividend Assets Capital
South Carolina
– -$226K -9,000 Closed
SFS
1412
Sowell Financial Services
Arkansas
– -$208K -8,304 Closed
SA
1413
Scarborough Advisors
Maryland
– -$129K -5,128 Closed
LWMI
1414
Legacy Wealth Management (Idaho)
Idaho
– -$120K -4,762 Closed
RF
1415
RetireMitten Financial
Michigan
– -$110K -4,380 Closed
WPA
1416
Wealth Preservation Advisors
Tennessee
– -$69.3K -2,763 Closed
TPWA
1417
Twin Peaks Wealth Advisors
California
– -$58K -2,310 Closed
TWD
1418
True Wealth Design
Ohio
– -$56.3K -2,244 Closed
MAM
1419
Marquette Asset Management
Minnesota
– -$35.1K -1,400 Closed
SIS
1420
Sound Income Strategies
Florida
– -$34.5K -1,364 Closed
TLFA
1421
True Link Financial Advisors
California
– -$26.9K -1,072 Closed
LI
1422
LRI Investments
Florida
– -$16.8K -668 Closed
CW
1423
Curio Wealth
Maryland
– -$14.2K -567 Closed
AA
1424
Addison Advisors
Vermont
– -$14.2K -564 Closed
FFL
1425
Financial Freedom LLC
Ohio
– -$9.75K -388 Closed
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