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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
651
Peoples Financial Services Corp
Pennsylvania
$105K – – –
CWA
652
Carolina Wealth Advisors
South Carolina
$103K +$26.4K +1,854 +37%
CFGS
653
Concourse Financial Group Securities
Alabama
$100K +$19K +1,332 +25%
PCFFS
654
Pacific Center for Financial Services
California
$95K +$940 +66 +1%
LB
655
Legacy Bridge
Iowa
$93K – – –
PFGIA
656
Patriot Financial Group Insurance Agency
Massachusetts
$91K – – –
WOSD
657
WFA of San Diego
California
$90K -$35.9K -2,520 -0.8%
SPIA
658
Steward Partners Investment Advisory
New York
$82K +$41.4K +2,910 +118%
RWM
659
Raffa Wealth Management
District of Columbia
$79.1K – – –
AIA
660
Armor Investment Advisors
North Carolina
$70K – – –
ME
661
McIlrath & Eck
Washington
$69K – – –
RPWA
662
Regent Peak Wealth Advisors
Georgia
$64K +$59.7K +4,194 New
TLFA
663
True Link Financial Advisors
California
$62K +$58.2K +4,086 New
SWA
664
Sutton Wealth Advisors
Florida
$57.2K – – –
CCM
665
Covington Capital Management
California
$56K – – –
CWM
666
Cedar Wealth Management
California
$55K – – –
TWA
667
TCI Wealth Advisors
Arizona
$55K – – –
GWS
668
Glassman Wealth Services
Virginia
$54K – – –
HNB
669
Huntington National Bank
Ohio
$53K – – –
CCA
670
Column Capital Advisors
Indiana
$53K +$85 +6 +0.2%
PGAM
671
Princeton Global Asset Management
New Jersey
$50K -$5.98K -420 -11%
MAWCM
672
Mine & Arao Wealth Creation & Management
California
$49K – – –
MCM
673
MV Capital Management
Maryland
$48K – – –
CAAS
674
Capital Asset Advisory Services
Michigan
$48K +$85 +6 +0.2%
ICP
675
Interchange Capital Partners
Pennsylvania
$47K +$44.7K +3,138 New
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