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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
301
Naples Global Advisors
Florida
$3.48M -$33K -1,707 -1%
BJL
302
Brighton Jones LLC
Washington
$3.47M +$12.8K +660 +0.4%
AAG
303
Avalon Advisory Group
Pennsylvania
$3.41M – – –
ACA
304
Atlas Capital Advisors
Wyoming
$3.41M +$133K +6,894 +4%
KF
305
Krilogy Financial
Missouri
$3.38M +$26.5K +1,371 +0.8%
TIM
306
Tortoise Investment Management
New York
$3.37M -$19.6K -1,014 -0.6%
W
307
WealthCollab
Washington
$3.33M -$47.4K -2,448 -1%
NCM
308
Novare Capital Management
North Carolina
$3.32M +$831K +42,927 +36%
PCMC
309
Planning Capital Management Corporation
Pennsylvania
$3.31M -$195K -10,083 -6%
CFS
310
CRA Financial Services
New Jersey
$3.29M +$84.6K +4,371 +3%
CMBA
311
C.M. Bidwell & Associates
Hawaii
$3.28M -$16.4K -846 -0.5%
BP
312
BBR Partners
New York
$3.24M – – –
MA
313
MBA Advisors
Pennsylvania
$3.22M +$220K +11,385 +8%
KBFS
314
Kohmann Bosshard Financial Services
Ohio
$3.2M +$69.5K +3,594 +2%
TWG
315
The Wealth Group
Minnesota
$3.15M -$5.75K -297 -0.2%
GPFA
316
Game Plan Financial Advisors
Ohio
$3.13M -$164K -8,451 -5%
RFA
317
RTD Financial Advisors
Pennsylvania
$3.1M -$12K -621 -0.4%
LWL
318
Leo Wealth LLC
Texas
$3.04M -$1.8K -93 -0.1%
BCM
319
Brookstone Capital Management
Illinois
$2.96M +$158K +8,145 +6%
CAG
320
Csenge Advisory Group
Florida
$2.96M -$34.3K -1,770 -1%
SWM
321
Seaside Wealth Management
California
$2.95M -$11.8K -609 -0.4%
S
322
SignatureFD
Georgia
$2.92M +$381K +19,713 +16%
IWM
323
IHT Wealth Management
Illinois
$2.92M -$282K -14,580 -9%
JWBC
324
John W. Brooker & Co
California
$2.9M +$15.8K +819 +0.6%
LRPA
325
L. Roy Papp & Associates
Arizona
$2.89M +$262K +13,530 +11%
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