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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
851
Cutter & Co Brokerage
Missouri
$275K +$6.08K +300 +2%
NPI
852
New Perspectives Inc
Mississippi
$274K – – –
EFG
853
Ehrlich Financial Group
California
$274K +$9.12K +450 +4%
CAS
854
Coppell Advisory Solutions
Texas
$274K +$265K +13,059 New
SG
855
Somerset Group
Minnesota
$272K +$4.5K +222 +2%
LF
856
LifeSteps Financial
California
$271K +$8.21K +405 +3%
BAWC
857
Boyce & Associates Wealth Consulting
Texas
$270K -$23.3K -1,152 -8%
MA
858
MONECO Advisors
Connecticut
$268K – – –
BW
859
BIP Wealth
Georgia
$267K -$5.23K -258 -2%
ANB
860
Amarillo National Bank
Texas
$267K – – –
PFPT
861
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K – – –
HPA
862
High Probability Advisors
New York
$265K – – –
CIA
863
Choate Investment Advisors
Massachusetts
$265K – – –
AIM
864
Aurora Investment Managers
Florida
$263K – – –
CE
865
Cornerstone Enterprises
Wisconsin
$260K – – –
GD
866
Grandfield & Dodd
New York
$260K +$851 +42 +0.3%
PP
867
Patten & Patten
Tennessee
$260K – – –
WPIC
868
White Pine Investment Company
Michigan
$255K -$31.3K -1,545 -11%
PI
869
Pachira Investments
California
$253K -$2.67K -132 -1%
FFWA
870
FRG Family Wealth Advisors
Washington
$253K +$61 +3 +0%
CGA
871
Crescent Grove Advisors
Illinois
$252K – – –
SIMC
872
Squire Investment Management Company
Utah
$251K – – –
PWP
873
Precedent Wealth Partners
Texas
$250K – – –
WP
874
WealthShield Partners
North Carolina
$250K -$42K -2,073 -15%
VWM
875
Vigilare Wealth Management
Arizona
$248K – – –
33 34
35
36 37