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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
651
Tiemann Investment Advisors
California
$287K -$3.52K -219 -1%
RCWM
652
Royal Capital Wealth Management
Indiana
$286K +$1.69K +105 +0.5%
RWA
653
River Wealth Advisors
Pennsylvania
$283K -$2.26K -141 -0.7%
TW
654
Transform Wealth
Colorado
$282K -$6.36K -396 -2%
PP
655
PDS Planning
Ohio
$282K +$69K +4,299 +29%
PB
656
Pinnacle Bancorp
Nebraska
$277K – – –
VCM
657
Versant Capital Management
Arizona
$277K +$96 +6 +0%
KBFS
658
Kohmann Bosshard Financial Services
Ohio
$274K -$21.5K -1,338 -7%
MCM
659
MAI Capital Management
Ohio
$274K +$87.6K +5,460 +42%
SHA
660
Seneca House Advisors
Virginia
$273K +$5.87K +366 +2%
PSF
661
Pacific Sun Financial
California
$272K – – –
ECM
662
Evergreen Capital Management
Washington
$270K +$48 +3 +0%
AMM
663
American Money Management
California
$269K +$48 +3 +0%
ONSWM
664
Old North State Wealth Management
North Carolina
$268K +$1.16K +72 +0.4%
MWA
665
Monograph Wealth Advisors
California
$266K – – –
PAM
666
Private Asset Management
California
$266K – – –
MAG
667
Mayfair Advisory Group
Alabama
$265K -$407K -25,386 -61%
UAS
668
United Asset Strategies
New York
$265K – – –
HIP
669
HUB Investment Partners
Texas
$265K +$193 +12 +0.1%
BTI
670
Blue Trust Inc
Georgia
$265K +$239K +14,889 New
SPWM
671
Schrum Private Wealth Management
Florida
$264K – – –
WPC
672
Wedmont Private Capital
Pennsylvania
$260K – – –
SCM
673
Schnieders Capital Management
California
$260K +$48 +3 +0%
APA
674
Astoria Portfolio Advisors
New York
$259K -$2.31K -144 -0.8%
OWM
675
Orgel Wealth Management
Wisconsin
$259K – – –
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