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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
676
Callan Family Office
Pennsylvania
$771K – – –
HBT
677
Hills Bank & Trust
Iowa
$771K – – –
TAM
678
Townsend Asset Management
North Carolina
$771K +$5.82K +235 +0.8%
SGWM
679
Sterling Group Wealth Management
California
$769K +$2.13K +86 +0.3%
HNB
680
Huntington National Bank
Ohio
$763K – – –
CWA
681
Continuum Wealth Advisors
New York
$758K +$96.1K +3,881 +15%
FVWA
682
Foster Victor Wealth Advisors
South Carolina
$756K +$14.3K +576 +2%
NSIM
683
North Star Investment Management
Illinois
$755K – – –
HIS
684
Horizon Investment Services
Indiana
$754K +$4.16K +168 +0.6%
RCAG
685
Rehmann Capital Advisory Group
Michigan
$744K +$29.6K +1,194 +4%
BCMLT
686
Beacon Capital Management LLC (Tennessee)
Tennessee
$744K +$686K +27,720 +2,267%
MMA
687
Miracle Mile Advisors
California
$741K +$15.7K +635 +2%
AWM
688
Apollon Wealth Management
South Carolina
$736K +$96.8K +3,911 +16%
TCM
689
Twele Capital Management
Minnesota
$730K -$19.6K -791 -3%
WAM
690
Wernau Asset Management
Massachusetts
$725K – – –
EFS
691
Econ Financial Services
Pennsylvania
$723K -$13.8K -559 -2%
AWE
692
Avidian Wealth Enterprises
Texas
$722K -$537K -21,698 -44%
RWRC
693
R.W. Roge & Company
New York
$717K -$85K -3,435 -11%
AWM
694
Abound Wealth Management
Tennessee
$714K +$26.4K +1,066 +4%
CAL
695
Capital Analysts LLC
Pennsylvania
$712K +$644 +26 +0.1%
EFA
696
Edge Financial Advisors
Illinois
$711K -$3.59K -145 -0.5%
SSI
697
Scott & Selber Inc
Texas
$705K +$65.4K +2,641 +11%
DP
698
Denver PWM
Colorado
$704K – – –
RFP
699
Root Financial Partners
California
$702K +$236K +9,532 +54%
PA
700
Perennial Advisors
New York
$700K +$1.41K +57 +0.2%
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