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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
701
Tiemann Investment Advisors
California
$312K -$986 -57 -0.3%
TBWA
702
Three Bridge Wealth Advisors
California
$310K +$312 +18 +0.1%
CCM
703
Coldstream Capital Management
Washington
$307K -$266K -15,354 -45%
PSF
704
Pacific Sun Financial
California
$307K – – –
TCWM
705
Total Clarity Wealth Management
Illinois
$307K +$34.7K +2,007 +12%
OWM
706
Orgel Wealth Management
Wisconsin
$305K -$45.4K -2,625 -13%
SFG
707
Sage Financial Group
Pennsylvania
$304K +$29.1K +1,680 +10%
MWA
708
Monograph Wealth Advisors
California
$300K – – –
UAS
709
United Asset Strategies
New York
$299K +$52 +3 +0%
CAM
710
Cubic Asset Management
Massachusetts
$298K +$10.4K +600 +3%
LNC
711
Lincoln National Corp
Pennsylvania
$297K +$15.7K +909 +5%
SPWM
712
Schrum Private Wealth Management
Florida
$297K – – –
BWP
713
Baldwin Wealth Partners
Massachusetts
$296K -$45.6K -2,634 -13%
SGWM
714
Sterling Group Wealth Management
California
$296K +$1.14K +66 +0.4%
SHA
715
Seneca House Advisors
Virginia
$295K +$8.93K +516 +3%
VIA
716
Vickerman Investment Advisors
Washington
$295K +$5.35K +309 +2%
SCM
717
Schnieders Capital Management
California
$293K – – –
SFP
718
Shepherd Financial Partners
Massachusetts
$293K +$1.19K +69 +0.4%
FFM
719
Forum Financial Management
Illinois
$292K -$30.8K -1,779 -9%
BWA
720
Burt Wealth Advisors
Maryland
$288K +$208 +12 +0.1%
DWM
721
Dakota Wealth Management
Florida
$288K +$300K +17,328 New
IAM
722
Innovis Asset Management
Illinois
$288K – – –
FRA
723
Front Row Advisors
California
$287K -$4.41K -255 -1%
BDF
724
Black Diamond Financial
Maryland
$287K +$1.87K +108 +0.6%
PO
725
Private Ocean
California
$286K +$1.09K +63 +0.4%
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