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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMA
601
Foresight Capital Management Advisors
Michigan
$1.39M +$3.42K +122 +0.3%
EFH
602
Eaton Financial Holdings
Florida
$1.38M +$345K +12,333 +35%
CP
603
Cornerstone Planning
North Carolina
$1.38M – – –
TFP
604
Traction Financial Partners
Wyoming
$1.37M +$170K +6,079 +15%
IAN
605
Integrated Advisors Network
Texas
$1.37M -$22.7K -812 -2%
MFG
606
Midwest Financial Group
Kansas
$1.37M +$7.11K +254 +0.5%
KWM
607
Keebeck Wealth Management
Illinois
$1.36M +$84 +3 +0%
PIM
608
Penobscot Investment Management
Massachusetts
$1.35M – – –
APP
609
Avantax Planning Partners
Iowa
$1.34M -$137K -4,885 -10%
TIA
610
Tiemann Investment Advisors
California
$1.34M -$9.27K -331 -0.7%
KF
611
Ketron Financial
California
$1.32M +$90.3K +3,225 +8%
RMA
612
Roffman Miller Associates
Pennsylvania
$1.31M +$104K +3,721 +9%
LKBC
613
L.K. Benson & Company
Maryland
$1.31M +$952 +34 +0.1%
WMWM
614
Whitaker-Myers Wealth Managers
Ohio
$1.31M -$21.3K -760 -2%
TI
615
Tidal Investments
Wisconsin
$1.31M +$406K +14,512 +47%
PAS
616
Park Avenue Securities
New York
$1.28M +$1.24M +44,302 New
SHWM
617
Smith & Howard Wealth Management
Georgia
$1.28M -$39.3K -1,403 -3%
BRPW
618
Ballast Rock Private Wealth
South Carolina
$1.27M +$112 +4 +0%
CCM
619
Colorado Capital Management
Colorado
$1.26M +$3.22K +115 +0.3%
OPWM
620
Oakwell Private Wealth Management
Texas
$1.26M – – –
OC
621
Oarsman Capital
Wisconsin
$1.25M -$13.7K -488 -1%
SSWM
622
Smith Salley Wealth Management
North Carolina
$1.24M – – –
GC
623
Grimes & Company
Massachusetts
$1.24M +$3.08K +110 +0.3%
MAM
624
McCarthy Asset Management
California
$1.23M +$1.19M +42,395 New
SW
625
SVB Wealth
Massachusetts
$1.22M – – –
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