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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
426
Disciplined Investments
Oklahoma
$1.5M -$14.4K -834 -1%
MA
427
Modus Advisors
Minnesota
$1.48M -$6.42K -372 -0.5%
EB
428
Exchange Bank
California
$1.46M – – –
FG
429
Foster Group
Iowa
$1.45M – – –
GCA
430
Gradient Capital Advisors
California
$1.44M -$10.5K -606 -0.8%
SRCM
431
Signature Resources Capital Management
California
$1.44M +$1.34M +77,565 New
CL
432
Choreo LLC
Illinois
$1.43M +$1.19K +69 +0.1%
JIR
433
James Investment Research
Ohio
$1.42M +$191K +11,082 +17%
PIA
434
Panoramic Investment Advisors
Colorado
$1.39M -$45.3K -2,625 -3%
SAG
435
SageView Advisory Group
California
$1.38M +$460K +26,625 +58%
AL
436
Aspiriant LLC
California
$1.38M – – –
NCM
437
Northwest Capital Management
Oregon
$1.38M – – –
WWP
438
Waypoint Wealth Partners
California
$1.37M – – –
PIP
439
Peachtree Investment Partners
Florida
$1.36M +$55.8K +3,231 +5%
FFA
440
Farther Finance Advisors
California
$1.35M +$137K +7,944 +12%
BWM
441
Blossom Wealth Management
California
$1.34M -$296K -17,154 -19%
GWMI
442
Guardian Wealth Management (Illinois)
Illinois
$1.34M +$674 +39 +0.1%
SCM
443
SOL Capital Management
Maryland
$1.34M +$73.5K +4,254 +6%
KPWS
444
Kestra Private Wealth Services
Texas
$1.33M +$176K +10,191 +17%
BCM
445
Barden Capital Management
Texas
$1.33M – – –
FWI
446
Facet Wealth Inc
Maryland
$1.32M -$14.7K -849 -1%
BWM
447
BNC Wealth Management
Oregon
$1.31M +$12.2K +708 +1%
BIA
448
Bell Investment Advisors
California
$1.3M -$222K -12,837 -15%
HIC
449
Holderness Investments Company
North Carolina
$1.3M -$10.2K -591 -0.8%
SAM
450
S.A. Mason
Michigan
$1.29M – – –
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