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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
601
Pathway Financial Advisors
Vermont
$368K +$401K +24,999 New
PPW
602
Pinnacle Private Wealth
Massachusetts
$365K +$398K +24,771 New
CWM
603
Cabot Wealth Management
Massachusetts
$358K -$30.7K -1,914 -7%
CNWM
604
Clay Northam Wealth Management
California
$358K -$241 -15 -0.1%
CA
605
Crewe Advisors
Utah
$358K +$1.01K +63 +0.3%
SFG
606
Sovereign Financial Group
Connecticut
$357K +$43K +2,676 +12%
RWP
607
Revolve Wealth Partners
New Jersey
$355K +$40.4K +2,514 +12%
H
608
HoyleCohen
California
$353K +$48 +3 +0%
CWMU
609
Caliber Wealth Management (Utah)
Utah
$352K +$384K +23,898 New
TBWA
610
Three Bridge Wealth Advisors
California
$351K +$241 +15 +0.1%
BFM
611
Boston Financial Management
Massachusetts
$350K +$1.25K +78 +0.3%
CFO
612
Custos Family Office
Texas
$349K +$380K +23,664 New
FPAS
613
Focus Partners Advisor Solutions
Missouri
$347K +$86.7K +5,403 +30%
RTS
614
Round Table Services
New Jersey
$344K -$337 -21 -0.1%
CF
615
Cantor Fitzgerald
New York
$343K +$374K +23,313 New
MRWM
616
ML&R Wealth Management
Texas
$342K -$67.9K -4,230 -15%
CAL
617
Capital Advisors Ltd
Ohio
$342K +$8.52K +531 +2%
MM
618
Main Management
California
$341K +$19.4K +1,209 +6%
RIG
619
Ramiah Investment Group
Wisconsin
$339K +$369K +23,016 New
JIC
620
Joel Isaacson & Co
New York
$339K +$1.45K +90 +0.4%
SSI
621
Scott & Selber Inc
Texas
$338K -$12.8K -795 -3%
ARMC
622
American Research & Management Company
Massachusetts
$336K -$22.8K -1,422 -6%
FFM
623
Forum Financial Management
Illinois
$335K -$64K -3,990 -15%
PCI
624
Planning Center Inc
Illinois
$333K +$48 +3 +0%
PWA
625
Physician Wealth Advisors
Utah
$331K +$2.89K +180 +0.9%
23 24
25
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