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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
401
NFP Retirement Inc
California
$2.25M -$54.3K -2,387 -2%
BCI
402
Brinker Capital Investments
Pennsylvania
$2.25M +$524K +23,046 +28%
OPS
403
Orion Portfolio Solutions
Nebraska
$2.25M +$524K +23,046 +28%
FMP
404
Financial Management Professionals
Texas
$2.23M -$71.8K -3,158 -3%
JHCP
405
Jackson Hole Capital Partners
Oklahoma
$2.23M -$4.37K -192 -0.2%
TWM
406
Thrive Wealth Management
Pennsylvania
$2.22M +$437K +19,195 +23%
VAF
407
Values Added Financial
District of Columbia
$2.22M -$59.3K -2,606 -2%
MG
408
Mather Group
Illinois
$2.22M -$448K -19,681 -16%
GG
409
Gleason Group
Kentucky
$2.22M +$26.5K +1,164 +1%
TSWM
410
Triangle Securities Wealth Management
North Carolina
$2.22M +$108K +4,748 +5%
GWWM
411
Great Waters Wealth Management
Minnesota
$2.2M -$61.3K -2,696 -3%
RTL
412
Red Tortoise LLC
Georgia
$2.19M -$432K -18,995 -16%
MWA
413
Medallion Wealth Advisors
Connecticut
$2.18M +$363K +15,951 +19%
AIM
414
AMI Investment Management
Indiana
$2.17M -$21.9K -962 -0.9%
SWM
415
Segment Wealth Management
Texas
$2.17M +$7.28K +320 +0.3%
WWC
416
Waypoint Wealth Counsel
Georgia
$2.17M +$27.3K +1,199 +1%
SA
417
Skyline Advisors
Washington
$2.16M +$227 +10 +0%
SCM
418
SOL Capital Management
Maryland
$2.16M +$444K +19,502 +24%
PWM
419
Perigon Wealth Management
California
$2.14M -$9.01K -396 -0.4%
Tudor Investment Corp
420
Tudor Investment Corp
Connecticut
$2.13M -$1.54M -67,914 -41%
MAM
421
McCarthy Asset Management
California
$2.12M -$90K -3,958 -4%
EL
422
Essex LLC
Illinois
$2.11M -$52.6K -2,312 -2%
YIA
423
YHB Investment Advisors
Connecticut
$2.09M +$40.3K +1,772 +2%
BFPW
424
BOK Financial Private Wealth
Colorado
$2.08M – – –
FG
425
Foster Group
Iowa
$2.07M +$17.7K +777 +0.8%
15 16
17
18 19