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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
876
Adamsbrown Wealth Consultants
Kansas
$325K +$1.07K +47 +0.3%
RF
877
Rossby Financial
Florida
$325K +$327K +14,323 New
SG
878
Somerset Group
Minnesota
$324K +$25.5K +1,118 +8%
CGPCS
879
Capital Group Private Client Services
California
$324K -$1.69K -74 -0.5%
IFG
880
Independent Financial Group
California
$324K – – –
CCM
881
Coldstream Capital Management
Washington
$322K -$25.8K -1,128 -7%
SSA
882
Sierra Summit Advisors
Nevada
$320K – – –
CIA
883
Capital Investment Advisors
Georgia
$320K +$2.69K +118 +0.8%
FFA
884
Fragasso Financial Advisors
Pennsylvania
$318K +$1.07K +47 +0.3%
LF
885
LifeSteps Financial
California
$318K +$22.7K +996 +8%
VCM
886
Versant Capital Management
Arizona
$318K +$1.1K +48 +0.3%
USCWA
887
U.S. Capital Wealth Advisors
Texas
$317K +$58.7K +2,569 +23%
GLLW
888
Graves Light Lenhart Wealth
Virginia
$317K – – –
FWMP
889
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$317K +$318K +13,944 New
AFA
890
American Financial Advisors
Georgia
$316K -$26.1K -1,141 -8%
NW
891
NewEdge Wealth
Pennsylvania
$310K +$114 +5 +0%
PRI
892
Prepared Retirement Institute
Pennsylvania
$308K +$1.07K +47 +0.3%
ACM
893
Advisors Capital Management
New Jersey
$308K – – –
SEM
894
Strategic Equity Management
Arizona
$306K -$29.1K -1,273 -9%
RA
895
Ruggaard & Associates
Ohio
$305K +$23 +1 +0%
HWA
896
Heartwood Wealth Advisors
Virginia
$303K – – –
WAM
897
Worth Asset Management
Texas
$303K -$16.3K -714 -5%
CWA
898
Carolina Wealth Advisors
South Carolina
$302K +$10.8K +472 +4%
BWMG
899
Barnes Wealth Management Group
California
$302K +$304K +13,293 New
CAM
900
Councilmark Asset Management
Tennessee
$302K – – –
34 35
36
37 38