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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
576
Wealthstream Advisors
New York
$1.18M +$150K +6,040 +15%
TF
577
Tompkins Financial
New York
$1.18M – – –
FNBT
578
FineMark National Bank & Trust
Florida
$1.17M -$104K -4,200 -8%
LKBC
579
L.K. Benson & Company
Maryland
$1.16M +$14.1K +570 +1%
MG
580
Marex Group
$1.16M +$1.12M +45,158 New
PIWA
581
Prevail Innovative Wealth Advisors
Kansas
$1.16M +$33.1K +1,338 +3%
KFP
582
KMG Fiduciary Partners
Ohio
$1.15M – – –
EWM
583
Evermay Wealth Management
Virginia
$1.14M -$166K -6,715 -13%
OC
584
Oarsman Capital
Wisconsin
$1.14M +$80.8K +3,264 +8%
PL
585
Plancorp LLC
Missouri
$1.14M -$28.5K -1,151 -3%
OPWM
586
Oakwell Private Wealth Management
Texas
$1.14M – – –
SSWM
587
Smith Salley Wealth Management
North Carolina
$1.13M -$118K -4,760 -10%
CCM
588
Colorado Capital Management
Colorado
$1.11M +$6.24K +252 +0.6%
MYIA
589
Mount Yale Investment Advisors
Colorado
$1.11M +$1.06M +42,662 +9,438%
VAS
590
Vestmark Advisory Solutions
Massachusetts
$1.11M +$1.07M +43,114 New
TPWM
591
Twelve Points Wealth Management
Massachusetts
$1.1M – – –
GC
592
Grimes & Company
Massachusetts
$1.09M +$167K +6,760 +19%
BFS
593
Burkett Financial Services
South Carolina
$1.09M +$4.75K +192 +0.5%
MCM
594
Mengis Capital Management
Oregon
$1.09M +$866 +35 +0.1%
CCM
595
Chilton Capital Management
Texas
$1.09M -$39.7K -1,604 -4%
FEM
596
Fulcrum Equity Management
Texas
$1.08M +$7.82K +316 +0.8%
PAS
597
Park Avenue Securities
New York
$1.08M +$5.03K +203 +0.5%
SIA
598
Soltis Investment Advisors
Utah
$1.08M +$2.23K +90 +0.2%
EFH
599
Eaton Financial Holdings
Florida
$1.07M +$1.03M +41,648 New
CFA
600
Cahill Financial Advisors
Minnesota
$1.06M +$77.2K +3,117 +8%
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