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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
751
Fulton Breakefield Broenniman
Maryland
$219K +$221K +14,688 New
SSB
752
Sandy Spring Bank
Maryland
$219K +$135 +9 +0.1%
SWM
753
Spire Wealth Management
Virginia
$219K +$45 +3 +0%
PWA
754
Providence Wealth Advisors
Illinois
$218K +$221K +14,688 New
FA
755
Fiduciary Alliance
South Carolina
$216K +$217K +14,472 New
AIM
756
Aurora Investment Managers
Florida
$216K -$9.42K -627 -4%
PK
757
Pflug Koory
Nebraska
$214K +$15.1K +1,005 +8%
VCM
758
Versant Capital Management
Arizona
$213K +$90 +6 +0%
CCP
759
Clarkston Capital Partners
Michigan
$213K +$2.39K +159 +1%
CGPCS
760
Capital Group Private Client Services
California
$212K +$214K +14,214 New
CWS
761
Cypress Wealth Services
California
$211K -$10.7K -711 -5%
CWM
762
C2C Wealth Management
Arizona
$211K +$135 +9 +0.1%
QCMNJ
763
Quantum Capital Management (New Jersey)
New Jersey
$210K +$3.11K +207 +1%
HKIMG
764
Hutchens & Kramer Investment Management Group
Indiana
$210K +$211K +14,064 New
ACP
765
Aveo Capital Partners
Colorado
$210K +$211K +14,061 New
OCM
766
Osterweis Capital Management
California
$210K – – –
LF
767
LifeSteps Financial
California
$210K -$52.6K -3,501 -20%
KA
768
Klingman & Associates
New York
$209K +$210K +13,992 New
SM
769
Sensible Money
Arizona
$208K +$209K +13,920 New
GLLW
770
Graves Light Lenhart Wealth
Virginia
$208K +$209K +13,920 New
AC
771
Apella Capital
Connecticut
$207K +$208K +13,833 New
CIP
772
Capital Insight Partners
Arizona
$206K +$208K +13,818 New
AWC
773
Adamsbrown Wealth Consultants
Kansas
$206K +$207K +13,800 New
AFA
774
American Financial Advisors
Georgia
$206K +$207K +13,776 New
SG
775
StoneX Group
New York
$204K -$10.1K -675 -5%
29 30
31
32 33