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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WPIC
751
White Pine Investment Company
Michigan
$336K -$185K -10,722 -37%
MWA
752
Monograph Wealth Advisors
California
$335K – – –
SHA
753
Seneca House Advisors
Virginia
$334K +$6.89K +399 +2%
UAS
754
United Asset Strategies
New York
$334K -$52 -3 -0%
VIA
755
Vickerman Investment Advisors
Washington
$334K +$4.09K +237 +1%
OWM
756
OneAscent Wealth Management
Alabama
$333K +$310K +17,952 New
CAM
757
Cubic Asset Management
Massachusetts
$333K – – –
SPWM
758
Schrum Private Wealth Management
Florida
$331K – – –
BWP
759
Baldwin Wealth Partners
Massachusetts
$331K +$311 +18 +0.1%
SFP
760
Shepherd Financial Partners
Massachusetts
$328K +$1.04K +60 +0.3%
CAL
761
Capital Analysts LLC
Pennsylvania
$328K +$99.6K +5,766 +48%
SCM
762
Schnieders Capital Management
California
$328K – – –
DWM
763
Dakota Wealth Management
Florida
$327K +$5.44K +315 +2%
FFM
764
Forum Financial Management
Illinois
$326K +$104 +6 +0%
SSA
765
Sierra Summit Advisors
Nevada
$325K +$303K +17,535 New
BWA
766
Burt Wealth Advisors
Maryland
$322K – – –
BDF
767
Black Diamond Financial
Maryland
$321K +$1.35K +78 +0.5%
PO
768
Private Ocean
California
$321K +$1.14K +66 +0.4%
FRA
769
Front Row Advisors
California
$320K – – –
AMM
770
American Money Management
California
$315K – – –
JC
771
Jacobs & Co
California
$314K – – –
KA
772
Klingman & Associates
New York
$312K – – –
GLA
773
Good Life Advisors
Pennsylvania
$312K +$1.19K +69 +0.4%
YAL
774
Your Advocates Ltd
Texas
$308K +$1.19K +69 +0.4%
SRC
775
Sage Rhino Capital
California
$307K +$984 +57 +0.3%
29 30
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