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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
851
Baldwin Investment Management
Pennsylvania
$556K – – –
7WCP
852
71 West Capital Partners
Massachusetts
$556K – – –
WAM
853
Worth Asset Management
Texas
$550K +$189K +6,763 +55%
GC
854
Gilbert & Cook
Iowa
$550K – – –
TPI
855
Trust Point Inc
Wisconsin
$549K +$531K +18,962 New
AFGAS
856
Allegiance Financial Group Advisory Services
Virginia
$549K – – –
CCA
857
Clarity Capital Advisors
Florida
$547K +$644 +23 +0.1%
VAG
858
VisionPoint Advisory Group
Texas
$546K – – –
RWP
859
Revolve Wealth Partners
New Jersey
$544K -$4.98K -178 -0.9%
FBB
860
Fulton Breakefield Broenniman
Maryland
$543K +$756 +27 +0.1%
CFD
861
Creative Financial Designs
Indiana
$539K +$474K +16,935 +1,012%
HCP
862
Hardin Capital Partners
South Carolina
$537K – – –
YAL
863
Your Advocates Ltd
Texas
$535K -$29.8K -1,065 -5%
HOWA
864
Heritage Oak Wealth Advisors
Florida
$533K -$29.1K -1,040 -5%
MMCM
865
Murphy & Mullick Capital Management
New York
$532K +$40.6K +1,450 +9%
CWA
866
Canvas Wealth Advisors
Kansas
$528K +$3.36K +120 +0.7%
OFG
867
Opulen Financial Group
Virginia
$527K +$124K +4,431 +32%
SFP
868
Shepherd Financial Partners
Massachusetts
$526K +$1.34K +48 +0.3%
AUB
869
Atlantic Union Bankshares
Virginia
$526K -$33.3K -1,189 -6%
SWP
870
Strategic Wealth Partners
Ohio
$525K -$12.3K -438 -2%
RCWM
871
Royal Capital Wealth Management
Indiana
$524K +$140 +5 +0%
SRC
872
Sage Rhino Capital
California
$523K +$1.12K +40 +0.2%
ACM
873
Armbruster Capital Management
New York
$523K +$2.8K +100 +0.6%
RFC
874
Regions Financial Corp
Alabama
$523K – – –
NW
875
Naviter Wealth
Arkansas
$522K -$1.85K -66 -0.4%
33 34
35
36 37