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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
726
North Star Investment Management
Illinois
$850K – – –
GC
727
GatePass Capital
Ohio
$845K +$2.16K +77 +0.3%
CA
728
Crewe Advisors
Utah
$842K +$1.2K +43 +0.1%
BWM
729
BNC Wealth Management
Oregon
$842K -$9.94K -355 -1%
SWA
730
Sightline Wealth Advisors
Connecticut
$837K +$50.3K +1,797 +7%
FFIC
731
First Fiduciary Investment Counsel
Ohio
$835K +$807K +28,818 New
NCMW
732
Northern Capital Management (Washington)
Washington
$829K -$13.6K -486 -2%
WJWM
733
Williams Jones Wealth Management
New York
$828K -$180K -6,420 -18%
HNB
734
Huntington National Bank
Ohio
$822K – – –
TBFA
735
Three Bearings Fiduciary Advisors
New Hampshire
$820K -$70K -2,500 -8%
AWE
736
Avidian Wealth Enterprises
Texas
$818K +$420 +15 +0.1%
BAM
737
Bosun Asset Management
Illinois
$817K – – –
MA
738
Marquette Associates
Illinois
$808K -$115K -4,097 -13%
TBF
739
True Blue Financial
Michigan
$805K – – –
CWM
740
Cahaba Wealth Management
Georgia
$794K +$20.4K +728 +3%
TCWM
741
Total Clarity Wealth Management
Illinois
$794K -$6.21K -222 -0.8%
CFG
742
Citizens Financial Group
Rhode Island
$794K +$508K +18,150 +196%
PA
743
Perennial Advisors
New York
$792K +$10.3K +369 +1%
TCM
744
Twele Capital Management
Minnesota
$790K -$15.4K -550 -2%
KWM
745
KRM Wealth Management
Nevada
$788K +$1.99K +71 +0.3%
TAM
746
Townsend Asset Management
North Carolina
$777K -$3.86K -138 -0.5%
PCWA
747
Pacific Capital Wealth Advisors
California
$777K -$4.79K -171 -0.6%
RFP
748
Root Financial Partners
California
$776K +$73.3K +2,617 +11%
BTWM
749
Baker Tilly Wealth Management
Wisconsin
$772K +$812 +29 +0.1%
MWA
750
Muirfield Wealth Advisors
North Carolina
$770K -$65.9K -2,355 -8%
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30
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