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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
801
Broadview Financial Management
Wisconsin
$278K +$1.09K +63 +0.4%
CAS
802
Coppell Advisory Solutions
Texas
$278K +$259K +14,976 +124,800%
CW
803
CreativeOne Wealth
Kansas
$276K +$256K +14,850 New
TP
804
Tranquility Partners
Tennessee
$273K -$34.2K -1,983 -12%
LWM
805
Ledge Wealth Management
Minnesota
$273K – – –
UB
806
UMB Bank
Missouri
$273K – – –
CIA
807
Capital Investment Advisors
Georgia
$272K +$9.95K +576 +4%
WP
808
WealthShield Partners
North Carolina
$269K – – –
VCM
809
Versant Capital Management
Arizona
$268K +$984 +57 +0.4%
BAWC
810
Boyce & Associates Wealth Consulting
Texas
$266K +$104 +6 +0%
FA
811
Fiduciary Alliance
South Carolina
$266K -$5.34K -309 -2%
CGPCS
812
Capital Group Private Client Services
California
$265K -$1.61K -93 -0.6%
JPWM
813
Jamison Private Wealth Management
Georgia
$263K -$829 -48 -0.3%
AWC
814
Adamsbrown Wealth Consultants
Kansas
$263K +$984 +57 +0.4%
MSWMA
815
Market Street Wealth Management Advisors
Indiana
$261K +$243K +14,052 New
ACM
816
Advisors Capital Management
New Jersey
$260K +$242K +14,019 New
GLLW
817
Graves Light Lenhart Wealth
Virginia
$259K – – –
CWM
818
Connecticut Wealth Management
Connecticut
$259K -$3.99K -231 -2%
IFA
819
Index Fund Advisors
California
$259K +$241K +13,941 New
PK
820
Pflug Koory
Nebraska
$258K – – –
FFA
821
Fragasso Financial Advisors
Pennsylvania
$258K +$240K +13,887 New
PCM
822
Pennsylvania Capital Management
Pennsylvania
$257K +$239K +13,836 New
LFG
823
Larson Financial Group
Missouri
$256K -$41.9K -2,427 -15%
CFA
824
Cahill Financial Advisors
Minnesota
$255K +$777 +45 +0.3%
NW
825
NewEdge Wealth
Pennsylvania
$253K +$235K +13,620 New
31 32
33
34 35