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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
776
Sage Rhino Capital
California
$351K +$13.8K +714 +4%
FRA
777
Front Row Advisors
California
$349K -$1.63K -84 -0.5%
AMM
778
American Money Management
California
$345K – – –
GLA
779
Good Life Advisors
Pennsylvania
$343K +$1.04K +54 +0.3%
KA
780
Klingman & Associates
New York
$342K – – –
BFG
781
Berger Financial Group
Minnesota
$342K +$325K +16,788 New
BC
782
Brio Consultants
California
$340K +$3.6K +186 +1%
JC
783
Jacobs & Co
California
$340K -$3.48K -180 -1%
YAL
784
Your Advocates Ltd
Texas
$339K +$987 +51 +0.3%
BWP
785
Baldwin Wealth Partners
Massachusetts
$337K -$24.7K -1,275 -7%
SFG
786
Sage Financial Group
Pennsylvania
$337K +$4.41K +228 +1%
MIM
787
Moseley Investment Management
Florida
$335K – – –
TCWM
788
Total Clarity Wealth Management
Illinois
$334K +$58 +3 +0%
RWG
789
Ratio Wealth Group
Colorado
$331K – – –
AA
790
AlphaQ Advisors
Florida
$331K -$2.67K -138 -0.8%
WCM
791
WealthBridge Capital Management
Ohio
$328K +$5.98K +309 +2%
AFA
792
AA Financial Advisors
Ohio
$328K +$312K +16,119 New
PWMA
793
Pension & Wealth Management Advisors
Massachusetts
$327K +$7.66K +396 +3%
AWM
794
Abound Wealth Management
Tennessee
$327K +$57.6K +2,979 +23%
CW
795
CreativeOne Wealth
Kansas
$326K +$22.4K +1,155 +8%
BFA
796
Bill Few Associates
Pennsylvania
$325K – – –
CCM
797
Coldstream Capital Management
Washington
$323K +$4.06K +210 +1%
PP
798
PDS Planning
Ohio
$323K +$813 +42 +0.3%
BWA
799
Bordeaux Wealth Advisors
California
$323K – – –
BDF
800
Black Diamond Financial
Maryland
$321K – – –
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32
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