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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
176
Brooklyn FI
New York
$10.8M -$983K -44,642 -9%
WPW
177
Waldron Private Wealth
Pennsylvania
$10.7M – – –
VA
178
Vestwell Advisors
New York
$10.7M – – –
NA
179
NewEdge Advisors
Louisiana
$10.6M -$41.2K -1,872 -0.4%
TFF
180
The Family Firm
Maryland
$10.5M +$280K +12,732 +3%
AWMG
181
Alliance Wealth Management Group
New Jersey
$10.2M +$373K +16,952 +4%
TCM
182
Towercrest Capital Management
Pennsylvania
$10.2M +$373K +16,952 +4%
DKCM
183
Davidson Kahn Capital Management
California
$10.1M +$1.02M +46,149 +12%
SF
184
Summit Financial
New Jersey
$10M +$4.04M +183,584 +77%
LCM
185
Liberty Capital Management
Michigan
$9.92M +$185K +8,381 +2%
GVAG
186
Great Valley Advisor Group
Delaware
$9.9M -$5.59M -253,679 -38%
PCIA
187
Prime Capital Investment Advisors
Kansas
$9.86M -$253K -11,481 -3%
AA
188
Apriem Advisors
California
$9.83M -$91.6K -4,158 -1%
FOA
189
Five Oceans Advisors
California
$9.78M -$8.81K -400 -0.1%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$9.56M -$55.9K -2,536 -0.6%
MGIA
191
Moneta Group Investment Advisors
Missouri
$9.35M +$711K +32,255 +9%
SA
192
SRH Advisors
Kansas
$9.24M +$352 +16 +0%
JIC
193
Johnson Investment Counsel
Ohio
$9.23M +$1.46M +66,234 +21%
FT
194
Fiduciary Trust
Massachusetts
$9.19M +$119K +5,384 +1%
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$8.8M -$2.78M -126,429 -25%
WFP
196
Wrenne Financial Planning
Kentucky
$8.68M +$2.44M +110,612 +44%
RIM
197
Rockbridge Investment Management
New York
$8.56M -$46.9K -2,131 -0.6%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$8.44M +$4.31M +195,845 +124%
AllianceBernstein
199
AllianceBernstein
Tennessee
$8.4M -$53.1K -2,411 -0.7%
CAM
200
Cresset Asset Management
Illinois
$8.28M -$1.42M -64,379 -16%
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