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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
776
NorthRock Partners
Minnesota
$367K -$112K -5,526 -24%
BWA
777
Burt Wealth Advisors
Maryland
$367K -$15K -741 -4%
FRA
778
Front Row Advisors
California
$362K +$1.03K +51 +0.3%
BWP
779
Baldwin Wealth Partners
Massachusetts
$359K +$12.2K +600 +4%
PO
780
Private Ocean
California
$356K -$7.78K -384 -2%
PWMA
781
Pension & Wealth Management Advisors
Massachusetts
$355K +$18K +888 +6%
AMM
782
American Money Management
California
$355K – – –
JC
783
Jacobs & Co
California
$355K +$3.95K +195 +1%
GLA
784
Good Life Advisors
Pennsylvania
$353K – – –
KA
785
Klingman & Associates
New York
$353K – – –
YAL
786
Your Advocates Ltd
Texas
$349K – – –
LWM
787
Liberty Wealth Management
California
$348K +$3.88M +191,640 +1,214%
MPW
788
Monterey Private Wealth
California
$347K -$107K -5,283 -24%
IFG
789
Independent Financial Group
California
$346K -$106K -5,244 -24%
MIM
790
Moseley Investment Management
Florida
$345K – – –
SW
791
Simplicity Wealth
New Jersey
$345K -$143K -7,044 -30%
CB
792
Commerce Bank
Missouri
$345K +$333K +16,443 New
AA
793
AlphaQ Advisors
Florida
$342K +$729 +36 +0.2%
WCM
794
WealthBridge Capital Management
Ohio
$338K – – –
P
795
&Partners
Tennessee
$338K +$327K +16,125 New
AAS
796
Ameritas Advisory Services
Nebraska
$335K -$38.7K -1,911 -11%
BFA
797
Bill Few Associates
Pennsylvania
$335K – – –
SEM
798
Strategic Equity Management
Arizona
$334K -$80.9K -3,993 -20%
CNBT
799
Canandaigua National Bank & Trust
New York
$333K +$322K +15,900 New
TCWM
800
Total Clarity Wealth Management
Illinois
$333K -$10.5K -519 -3%
30 31
32
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