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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
876
Crescent Grove Advisors
Illinois
$266K – – –
SIMC
877
Squire Investment Management Company
Utah
$266K – – –
AWM
878
Abound Wealth Management
Tennessee
$265K -$82.8K -3,876 -24%
AP
879
Americana Partners
Texas
$263K +$1.6K +75 +0.6%
VWM
880
Vigilare Wealth Management
Arizona
$263K +$128 +6 +0.1%
CCMI
881
Creative Capital Management Investments
California
$262K – – –
WFAG
882
Wescott Financial Advisory Group
Pennsylvania
$260K +$448 +21 +0.2%
CA
883
Claris Advisors
Missouri
$259K +$1.6K +75 +0.6%
SG
884
StoneX Group
New York
$259K +$1.73K +81 +0.7%
TBWA
885
Three Bridge Wealth Advisors
California
$255K +$576 +27 +0.2%
MSWMA
886
Market Street Wealth Management Advisors
Indiana
$254K -$6.02K -282 -2%
OCM
887
Orion Capital Management
California
$254K – – –
USCWA
888
U.S. Capital Wealth Advisors
Texas
$253K – – –
SCA
889
Snowden Capital Advisors
New York
$252K – – –
IFS
890
Ifrah Financial Services
Arkansas
$251K -$61K -2,856 -20%
LFAS
891
Level Four Advisory Services
Texas
$251K +$479K +22,446 +192%
MM
892
Main Management
California
$249K – – –
SAM
893
Silvercrest Asset Management
New York
$249K – – –
FFA
894
Founders Financial Alliance
North Carolina
$247K – – –
WPC
895
Wedmont Private Capital
Pennsylvania
$246K +$64 +3 +0%
EIG
896
Ellenbecker Investment Group
Wisconsin
$244K – – –
CA
897
Clearstead Advisors
Ohio
$243K -$50.4K -2,361 -18%
GFP
898
Guardian Financial Partners
California
$243K – – –
AAG
899
Armstrong Advisory Group
Massachusetts
$242K +$1.86K +87 +0.8%
WP
900
WealthShield Partners
North Carolina
$241K -$21.1K -990 -8%
34 35
36
37 38