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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
326
Financial Management Professionals
Texas
$2.11M -$53.1K -3,399 -3%
FG
327
Fiduciary Group
Georgia
$2.1M -$104K -6,624 -5%
MWM
328
Madison Wealth Management
Ohio
$2.1M -$10.8K -690 -0.5%
EL
329
Essex LLC
Illinois
$2.03M – – –
FWP
330
FAS Wealth Partners
Kansas
$2.02M +$9.29K +594 +0.5%
YIA
331
YHB Investment Advisors
Connecticut
$2.01M -$112K -7,137 -5%
MA
332
MBA Advisors
Pennsylvania
$2M +$332K +21,204 +20%
GWWM
333
Great Waters Wealth Management
Minnesota
$1.97M -$27.5K -1,761 -1%
JHCP
334
Jackson Hole Capital Partners
Oklahoma
$1.93M -$19.1K -1,221 -1%
FPAS
335
Focus Partners Advisor Solutions
Missouri
$1.92M +$1.52M +97,311 +419%
WPA
336
West Paces Advisors
Georgia
$1.91M -$277K -17,745 -13%
TC
337
TAP Consulting
Missouri
$1.89M +$127K +8,133 +7%
EWM
338
Empirical Wealth Management
Washington
$1.88M -$36K -2,304 -2%
MCM
339
MAI Capital Management
Ohio
$1.87M +$203K +12,990 +12%
AAP
340
Arax Advisory Partners
Colorado
$1.86M +$158K +10,104 +10%
NL
341
NEPC LLC
Massachusetts
$1.83M +$144K +9,240 +9%
CAN
342
Cetera Advisor Networks
California
$1.83M +$260K +16,647 +17%
EH
343
Equitable Holdings
New York
$1.83M -$48.5K -3,102 -3%
BAM
344
Belpointe Asset Management
Nevada
$1.8M -$19.2M -1,228,716 -92%
BWM
345
BCS Wealth Management
Tennessee
$1.79M +$177K +11,349 +11%
LCC
346
Lincoln Capital Corp
Rhode Island
$1.79M +$6.61K +423 +0.4%
BAM
347
Baldrige Asset Management
Pennsylvania
$1.75M -$45.2K -2,892 -3%
OIM
348
Opus Investment Management
Massachusetts
$1.75M – – –
BIA
349
Bigelow Investment Advisors
Maine
$1.75M -$844 -54 -0%
SAMC
350
Spectrum Asset Management (California)
California
$1.75M -$20.7K -1,326 -1%
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