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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
551
Penobscot Investment Management
Massachusetts
$1.11M -$13.6K -600 -1%
GSAM
552
Grant Street Asset Management
Pennsylvania
$1.11M +$2.91K +128 +0.2%
SGWM
553
Sterling Group Wealth Management
California
$1.11M -$6.32K -278 -0.5%
KWM
554
Keebeck Wealth Management
Illinois
$1.1M +$141K +6,206 +14%
WIA
555
World Investment Advisors
California
$1.1M +$7.1K +312 +0.6%
NW
556
NewEdge Wealth
Pennsylvania
$1.09M +$837K +36,774 +270%
DOA
557
D'Orazio & Associates
Virginia
$1.08M +$2.91K +128 +0.3%
FNBT
558
FineMark National Bank & Trust
Florida
$1.07M +$25.6K +1,125 +2%
AWE
559
Avidian Wealth Enterprises
Texas
$1.07M +$1.98K +87 +0.2%
MFA
560
Morling Financial Advisors
California
$1.07M -$10.6K -464 -0.9%
RI
561
Ridgewood Investments
New Jersey
$1.05M +$528K +23,227 +91%
HC
562
Hurley Capital
New York
$1.04M +$3.05K +134 +0.3%
LWM
563
Lionshead Wealth Management
New York
$1.03M -$975K -42,870 -47%
WMWM
564
Whitaker-Myers Wealth Managers
Ohio
$1.03M +$9.33K +410 +0.9%
SHWM
565
Smith & Howard Wealth Management
Georgia
$1.03M -$514K -22,599 -32%
SSWM
566
Smith Salley Wealth Management
North Carolina
$1.02M -$211K -9,254 -16%
EF
567
Envision Financial
Wisconsin
$1.02M +$67.3K +2,960 +7%
DI
568
Diligent Investors
California
$1.02M +$296 +13 +0%
FCMA
569
Foresight Capital Management Advisors
Michigan
$1.02M -$15K -660 -1%
GWA
570
GGM Wealth Advisors
Maryland
$1.01M -$8.69K -382 -0.8%
MFG
571
Midwest Financial Group
Kansas
$1M +$3.23K +142 +0.3%
TF
572
Tompkins Financial
New York
$984K +$63.6K +2,798 +7%
TF
573
Tudor Financial
Ohio
$976K – – –
TW
574
Traveka Wealth
California
$965K – – –
NCM
575
Northwest Capital Management
Oregon
$964K -$30.7K -1,350 -3%
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