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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
701
Sterling Group Wealth Management
California
$282K +$1.08K +69 +0.4%
FCI
702
Financial Counselors Inc
Kansas
$281K +$275K +17,592 New
SFP
703
Shepherd Financial Partners
Massachusetts
$279K – – –
VIA
704
Vickerman Investment Advisors
Washington
$277K +$11K +702 +4%
CPC
705
Cookson Peirce & Co
Pennsylvania
$277K +$271K +17,361 New
BWA
706
Burt Wealth Advisors
Maryland
$277K +$7.97K +510 +3%
IAM
707
Innovis Asset Management
Illinois
$276K – – –
CAM
708
Cubic Asset Management
Massachusetts
$275K – – –
SHA
709
Seneca House Advisors
Virginia
$273K +$9.57K +612 +4%
TFS
710
Thoroughbred Financial Services
Tennessee
$271K +$266K +17,016 New
LNC
711
Lincoln National Corp
Pennsylvania
$271K -$154K -9,858 -37%
AMM
712
American Money Management
California
$270K -$20.5K -1,308 -7%
JC
713
Jacobs & Co
California
$270K -$47 -3 -0%
KA
714
Klingman & Associates
New York
$268K +$44.4K +2,838 +20%
RFC
715
Regions Financial Corp
Alabama
$265K – – –
FCIM
716
Fairview Capital Investment Management
California
$265K +$23.5K +1,500 +10%
GLA
717
Good Life Advisors
Pennsylvania
$265K +$985 +63 +0.4%
YAL
718
Your Advocates Ltd
Texas
$262K +$985 +63 +0.4%
SRC
719
Sage Rhino Capital
California
$261K +$844 +54 +0.3%
SFG
720
Sage Financial Group
Pennsylvania
$261K -$24.3K -1,557 -9%
PWA
721
Providence Wealth Advisors
Illinois
$259K +$22.5K +1,437 +10%
BDF
722
Black Diamond Financial
Maryland
$257K +$2.16K +138 +0.9%
V
723
ViaWealth
Kansas
$256K +$938 +60 +0.4%
MIM
724
Moseley Investment Management
Florida
$256K -$17.1K -1,092 -6%
APA
725
Astoria Portfolio Advisors
New York
$256K -$4.13K -264 -2%
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30 31