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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
851
New Perspectives Inc
Mississippi
$274K – – –
EFG
852
Ehrlich Financial Group
California
$274K +$9.12K +450 +4%
CAS
853
Coppell Advisory Solutions
Texas
$274K +$265K +13,059 New
SG
854
Somerset Group
Minnesota
$272K +$4.5K +222 +2%
LF
855
LifeSteps Financial
California
$271K +$8.21K +405 +3%
BAWC
856
Boyce & Associates Wealth Consulting
Texas
$270K -$23.3K -1,152 -8%
MA
857
MONECO Advisors
Connecticut
$268K – – –
BW
858
BIP Wealth
Georgia
$267K -$5.23K -258 -2%
ANB
859
Amarillo National Bank
Texas
$267K – – –
PFPT
860
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K – – –
HPA
861
High Probability Advisors
New York
$265K – – –
CIA
862
Choate Investment Advisors
Massachusetts
$265K – – –
AIM
863
Aurora Investment Managers
Florida
$263K – – –
CE
864
Cornerstone Enterprises
Wisconsin
$260K – – –
GD
865
Grandfield & Dodd
New York
$260K +$851 +42 +0.3%
PP
866
Patten & Patten
Tennessee
$260K – – –
WPIC
867
White Pine Investment Company
Michigan
$255K -$31.3K -1,545 -11%
PI
868
Pachira Investments
California
$253K -$2.67K -132 -1%
FFWA
869
FRG Family Wealth Advisors
Washington
$253K +$61 +3 +0%
CGA
870
Crescent Grove Advisors
Illinois
$252K – – –
SIMC
871
Squire Investment Management Company
Utah
$251K – – –
PWP
872
Precedent Wealth Partners
Texas
$250K – – –
WP
873
WealthShield Partners
North Carolina
$250K -$42K -2,073 -15%
VWM
874
Vigilare Wealth Management
Arizona
$248K – – –
AI
875
Atria Investments
North Carolina
$248K +$239K +11,820 New
33 34
35
36 37