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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
826
Layline Advisors
New York
$608K +$1.54K +55 +0.3%
KFP
827
Keener Financial Planning
Texas
$608K – – –
TCM
828
Traynor Capital Management
Pennsylvania
$607K -$42.6K -1,521 -7%
CNWM
829
Clay Northam Wealth Management
California
$606K -$16.9K -605 -3%
S4W
830
Solutions 4 Wealth
Texas
$605K +$59.3K +2,119 +11%
FHC
831
First Heartland Consultants
Missouri
$603K +$583K +20,836 New
GIM
832
Goelzer Investment Management
Indiana
$603K +$4.17K +149 +0.7%
BF
833
Blankinship & Foster
California
$596K -$2.77K -99 -0.5%
SCFS
834
Stewardship Concepts Financial Services
Washington
$594K – – –
LAIC
835
Lederer & Associates Investment Counsel
California
$593K – – –
CWM
836
Centric Wealth Management
Illinois
$592K – – –
TBWA
837
Three Bridge Wealth Advisors
California
$591K +$308 +11 +0.1%
CH
838
CDKV Holdings
Colorado
$591K +$196 +7 +0%
SC
839
SouthState Corp
Florida
$588K -$89.8K -3,207 -14%
AA
840
AF Advisors
California
$587K -$13.8K -493 -2%
EHC
841
Everett Harris & Co
California
$584K +$39.2K +1,400 +7%
SWGC
842
Summit Wealth Group (Colorado)
Colorado
$581K +$1.48K +53 +0.3%
NFC
843
Northstar Financial Companies
Pennsylvania
$578K – – –
TFA
844
TrustWell Financial Advisors
Florida
$575K -$5.21K -186 -0.9%
SHA
845
Seneca House Advisors
Virginia
$573K -$924 -33 -0.2%
AMIM
846
Aull & Monroe Investment Management
Alabama
$572K +$4.31K +154 +0.8%
MFC
847
Morris Financial Concepts
South Carolina
$570K – – –
WAM
848
Wernau Asset Management
Massachusetts
$566K – – –
HAP
849
Harbor Asset Planning
Massachusetts
$563K -$8.76K -313 -2%
LCWM
850
Legacy Capital Wealth Management
Texas
$560K +$129K +4,623 +31%
32 33
34
35 36