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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
201
Fiduciary Group
Georgia
$2.88M -$81.1K -7,038 -3%
PWMG
202
Prestige Wealth Management Group
New Jersey
$2.88M -$223K -19,380 -8%
VCP
203
Vista Capital Partners
Oregon
$2.87M -$4.05M -351,102 -60%
KF
204
Krilogy Financial
Missouri
$2.85M -$111K -9,624 -4%
AIM
205
AMI Investment Management
Indiana
$2.83M -$137K -11,850 -5%
ISWM
206
Independent Solutions Wealth Management
New York
$2.8M -$127K -11,004 -5%
PMG
207
ProVise Management Group
Florida
$2.8M -$53.6K -4,650 -2%
PWSG
208
Pacific Wealth Strategies Group
California
$2.79M +$1.28M +111,282 +95%
NGA
209
Naples Global Advisors
Florida
$2.77M -$60K -5,202 -2%
BL
210
BCWM LLC
Kansas
$2.74M +$535K +46,440 +26%
LIM
211
Leavell Investment Management
Alabama
$2.73M +$53.5K +4,638 +2%
VA
212
Valmark Advisers
Ohio
$2.68M +$124K +10,728 +5%
NI
213
NYL Investors
New York
$2.67M -$6.92K -600 -0.3%
AWA
214
Alaska Wealth Advisors
Alaska
$2.66M +$66.4K +5,760 +3%
BAM
215
Belpointe Asset Management
Nevada
$2.61M +$60.2K +5,220 +3%
VC
216
Voit & Company
Wisconsin
$2.59M -$41.2K -3,576 -2%
SA
217
SRH Advisors
Kansas
$2.57M +$14.2K +1,230 +0.6%
PMFA
218
Plante Moran Financial Advisors
Michigan
$2.56M +$98.3K +8,526 +4%
SAM
219
Sawgrass Asset Management
Florida
$2.55M +$20.4K +1,770 +0.9%
ACI
220
Alpha Cubed Investments
California
$2.48M +$2.33M +202,086 New
FCM
221
Firestone Capital Management
Florida
$2.45M -$316K -27,414 -12%
HI
222
Hudock Inc
Pennsylvania
$2.44M -$603K -52,302 -21%
CMBA
223
C.M. Bidwell & Associates
Hawaii
$2.41M +$2.77K +240 +0.1%
EVM
224
Eaton Vance Management
Massachusetts
$2.4M -$14K -1,218 -0.6%
PA
225
PFG Advisors
Arizona
$2.4M +$61.8K +5,364 +3%
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9
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