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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
576
Tudor Financial
Ohio
$1.03M +$9.82K +430 +1%
TPWM
577
Twelve Points Wealth Management
Massachusetts
$1.03M -$28.5K -1,247 -3%
KWM
578
Keebeck Wealth Management
Illinois
$1.02M -$23 -1 -0%
TW
579
Traveka Wealth
California
$1.02M – – –
MWM
580
Mission Wealth Management
California
$1.01M -$51K -2,232 -5%
KFP
581
KMG Fiduciary Partners
Ohio
$1.01M +$18.9K +828 +2%
EF
582
Envision Financial
Wisconsin
$1.01M +$1.02M +44,516 New
CI
583
CX Institutional
Indiana
$1.01M +$10.9K +476 +1%
MWG
584
Martin Worley Group
Utah
$1M +$1.01M +44,263 New
LKBC
585
L.K. Benson & Company
Maryland
$996K +$1M +43,886 New
IAP
586
Indie Asset Partners
Indiana
$991K – – –
MAC
587
Mason & Associates (California)
California
$982K +$183 +8 +0%
CCM
588
Colorado Capital Management
Colorado
$981K +$6.44K +282 +0.7%
TF
589
Tompkins Financial
New York
$974K +$89.8K +3,930 +10%
MCM
590
Mengis Capital Management
Oregon
$961K +$1.87K +82 +0.2%
BBA
591
BLB&B Advisors
Pennsylvania
$957K -$123K -5,379 -11%
AAMC
592
Asset Allocation & Management Company
Illinois
$954K +$497K +21,750 +107%
JF
593
Joule Financial
Kentucky
$954K -$19.2K -842 -2%
ECM
594
Exchange Capital Management
Michigan
$952K -$10.9K -476 -1%
WC
595
Waterloo Capital
Texas
$945K -$55.5K -2,429 -6%
BC
596
Barrett & Company
Rhode Island
$941K +$1.05K +46 +0.1%
MWA
597
Muirfield Wealth Advisors
North Carolina
$941K +$3.88K +170 +0.4%
TIP
598
Tandem Investment Partners
New Jersey
$940K +$946K +41,406 New
CIA
599
Concurrent Investment Advisors
Florida
$937K +$49.7K +2,176 +6%
SEIA
600
Signature Estate & Investment Advisors
California
$932K +$180K +7,896 +24%
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