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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
726
Van Hulzen Asset Management
California
$240K -$10.6K -606 -4%
DFC
727
DB Fitzpatrick & Co
Idaho
$237K – – –
PK
728
Pflug Koory
Nebraska
$237K – – –
MW
729
Marcum Wealth
Ohio
$236K – – –
TCWA
730
Ten Capital Wealth Advisors
Washington
$235K – – –
MCM
731
MAI Capital Management
Ohio
$234K +$14.1K +804 +7%
SG
732
StoneX Group
New York
$232K +$24.1K +1,371 +12%
PWMAG
733
Pinnacle Wealth Management Advisory Group
New Jersey
$232K +$53 +3 +0%
QCMNJ
734
Quantum Capital Management (New Jersey)
New Jersey
$231K -$8K -456 -3%
RWM
735
Ritholtz Wealth Management
New York
$231K +$227K +12,960 New
JWM
736
Janiczek Wealth Management
Colorado
$230K -$77.1K -4,392 -25%
MA
737
MONECO Advisors
Connecticut
$228K – – –
PFPT
738
Pinnacle Financial Partners (Tennessee)
Tennessee
$224K – – –
FFWA
739
FRG Family Wealth Advisors
Washington
$223K -$53 -3 -0%
BO
740
BRR OpCo
Ohio
$222K – – –
MWM
741
Midwest Wealth Management
Indiana
$221K – – –
AC
742
AlphaCore Capital
California
$220K -$1.79K -102 -0.8%
GD
743
Grandfield & Dodd
New York
$220K +$4.21K +240 +2%
CPWM
744
Cypress Point Wealth Management
Texas
$218K -$147K -8,400 -41%
ACMA
745
Arbor Capital Management (Alaska)
Alaska
$218K – – –
CWA
746
Carolina Wealth Advisors
South Carolina
$217K -$11.1K -630 -5%
BIM
747
Baldwin Investment Management
Pennsylvania
$214K – – –
BWA
748
BlueSky Wealth Advisors
North Carolina
$213K – – –
GW
749
GW & Wade
Massachusetts
$211K +$208K +11,832 New
CAL
750
Capital Analysts LLC
Pennsylvania
$210K -$18.4K -1,047 -8%
28 29
30
31 32