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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
701
Forum Financial Management
Illinois
$766K -$80.4K -3,065 -9%
CAM
702
Costello Asset Management
Pennsylvania
$764K -$2.07K -79 -0.3%
OWM
703
OneAscent Wealth Management
Alabama
$757K – – –
PWMAG
704
Pinnacle Wealth Management Advisory Group
New Jersey
$754K +$79.7K +3,039 +11%
CFO
705
Callan Family Office
Pennsylvania
$753K – – –
BCM
706
Bowie Capital Management
Texas
$753K – – –
HBT
707
Hills Bank & Trust
Iowa
$753K – – –
RCAG
708
Rehmann Capital Advisory Group
Michigan
$751K -$14.4K -548 -2%
TC
709
Tannin Capital
North Carolina
$746K +$26 +1 +0%
HIS
710
Horizon Investment Services
Indiana
$741K +$289 +11 +0%
BWM
711
BNC Wealth Management
Oregon
$739K -$22.6K -861 -3%
NSIM
712
North Star Investment Management
Illinois
$737K – – –
HNB
713
Huntington National Bank
Ohio
$731K – – –
NCMW
714
Northern Capital Management (Washington)
Washington
$731K -$296K -11,276 -28%
GC
715
GatePass Capital
Ohio
$730K -$78.9K -3,007 -9%
CA
716
Crewe Advisors
Utah
$729K -$24.5K -934 -3%
MWA
717
Muirfield Wealth Advisors
North Carolina
$726K -$19.1K -728 -2%
AWE
718
Avidian Wealth Enterprises
Texas
$709K +$2.99K +114 +0.4%
BAM
719
Bosun Asset Management
Illinois
$708K – – –
FWMP
720
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$704K – – –
FEM
721
Fulcrum Equity Management
Texas
$700K -$371K -14,140 -34%
CAL
722
Capital Analysts LLC
Pennsylvania
$699K +$1.68K +64 +0.2%
SEIA
723
Signature Estate & Investment Advisors
California
$699K +$37.9K +1,445 +5%
TCM
724
Twele Capital Management
Minnesota
$699K -$3.02K -115 -0.4%
TBF
725
True Blue Financial
Michigan
$698K +$342K +13,025 +88%
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