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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
351
Index Fund Advisors
California
$1.71M +$1.67M +90,840 New
HKIMG
352
Hutchens & Kramer Investment Management Group
Indiana
$1.71M +$3.53M +191,928 New
MA
353
Modus Advisors
Minnesota
$1.7M -$168K -9,120 -9%
SC
354
Slow Capital
California
$1.7M -$21K -1,140 -1%
KNFPWM
355
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.69M +$1.65M +89,700 New
OPWM
356
Oxinas Partners Wealth Management
Indiana
$1.69M +$1.65M +89,682 New
V
357
Veritable
Delaware
$1.69M +$442 +24 +0%
GCA
358
Gradient Capital Advisors
California
$1.69M -$15.1K -822 -0.9%
EI
359
Ellevest Inc
New York
$1.68M +$231K +12,570 +16%
CG
360
Colony Group
Massachusetts
$1.68M -$37.3K -2,028 -2%
WCM
361
Weik Capital Management
Pennsylvania
$1.67M -$33.1K -1,800 -2%
FHB
362
First Hawaiian Bank
Hawaii
$1.67M +$1.63M +88,578 New
GP
363
Greenline Partners
New York
$1.66M +$594K +32,274 +58%
LWM
364
Laidlaw Wealth Management
New York
$1.66M +$1.62M +87,990 New
S
365
SignatureFD
Georgia
$1.65M +$12.1K +660 +0.8%
WP
366
WealthShield Partners
North Carolina
$1.64M +$1.6M +86,952 New
HI
367
Hendershot Investments
Virginia
$1.64M +$3.09K +168 +0.2%
BWP
368
BSW Wealth Partners
Colorado
$1.63M -$39.9K -2,166 -2%
WWM
369
Western Wealth Management
Colorado
$1.61M +$1.57M +85,410 New
SHJ
370
Sharkey, Howes & Javer
Colorado
$1.6M – – –
CSI
371
Cross Staff Investments
New York
$1.59M +$1.56M +84,630 New
FWM
372
Focused Wealth Management
New York
$1.58M +$10.7K +582 +0.7%
SFS
373
Sowell Financial Services
Arkansas
$1.57M -$155K -8,400 -9%
RM
374
Resource Management
Louisiana
$1.57M +$48.2K +2,622 +3%
WPIC
375
White Pine Investment Company
Michigan
$1.57M -$59.4K -3,228 -4%
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