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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
G
751
Gainplan
Michigan
$508K – – –
DF
752
Dunhill Financial
United Kingdom
$507K +$536K +23,543 New
IF
753
IRON Financial
Illinois
$506K +$387 +17 +0.1%
CNWM
754
Clay Northam Wealth Management
California
$504K -$569 -25 -0.1%
BS
755
Brighton Securities
New York
$502K -$54.5K -2,394 -9%
MFA
756
Mayflower Financial Advisors
Massachusetts
$502K – – –
DAS
757
Dynamic Advisor Solutions
Arizona
$501K +$529K +23,261 New
CWA
758
Clarity Wealth Advisors
California
$500K +$68 +3 +0%
HA
759
Hanover Advisors
South Carolina
$497K – – –
CFO
760
Custos Family Office
Texas
$495K – – –
WA
761
Waterford Advisors
New York
$494K – – –
SWM
762
Stockman Wealth Management
Montana
$489K -$230K -10,130 -31%
BF
763
Blankinship & Foster
California
$486K -$39.1K -1,720 -7%
CWM
764
Congress Wealth Management
Massachusetts
$485K -$35.7K -1,570 -7%
FA
765
Faithward Advisors
Pennsylvania
$483K -$1.52K -67 -0.3%
GIM
766
Goelzer Investment Management
Indiana
$483K +$510K +22,428 New
SAI
767
Savvy Advisors Inc
New York
$480K -$61.4K -2,699 -11%
WCFA
768
Walkner Condon Financial Advisors
Wisconsin
$479K +$35.8K +1,575 +8%
HOWA
769
Heritage Oak Wealth Advisors
Florida
$478K -$12.1K -534 -2%
BTI
770
Blue Trust Inc
Georgia
$472K +$275K +12,071 +122%
EHC
771
Everett Harris & Co
California
$468K -$2.27K -100 -0.5%
NW
772
Naviter Wealth
Arkansas
$467K – – –
ATC
773
Argent Trust Co
Tennessee
$466K – – –
DWM
774
Dakota Wealth Management
Florida
$465K -$9.89K -435 -2%
NFW
775
Noble Family Wealth
Florida
$464K -$16.6K -730 -3%
29 30
31
32 33