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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
876
Fedenia Advisers
Wisconsin
$326K +$328K +14,366 New
AWC
877
Adamsbrown Wealth Consultants
Kansas
$325K +$1.07K +47 +0.3%
RF
878
Rossby Financial
Florida
$325K +$327K +14,323 New
SG
879
Somerset Group
Minnesota
$324K +$25.5K +1,118 +8%
CGPCS
880
Capital Group Private Client Services
California
$324K -$1.69K -74 -0.5%
IFG
881
Independent Financial Group
California
$324K – – –
CCM
882
Coldstream Capital Management
Washington
$322K -$25.8K -1,128 -7%
SSA
883
Sierra Summit Advisors
Nevada
$320K – – –
CIA
884
Capital Investment Advisors
Georgia
$320K +$2.69K +118 +0.8%
FFA
885
Fragasso Financial Advisors
Pennsylvania
$318K +$1.07K +47 +0.3%
LF
886
LifeSteps Financial
California
$318K +$22.7K +996 +8%
VCM
887
Versant Capital Management
Arizona
$318K +$1.1K +48 +0.3%
USCWA
888
U.S. Capital Wealth Advisors
Texas
$317K +$58.7K +2,569 +23%
GLLW
889
Graves Light Lenhart Wealth
Virginia
$317K – – –
FWMP
890
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$317K +$318K +13,944 New
AFA
891
American Financial Advisors
Georgia
$316K -$26.1K -1,141 -8%
NW
892
NewEdge Wealth
Pennsylvania
$310K +$114 +5 +0%
PRI
893
Prepared Retirement Institute
Pennsylvania
$308K +$1.07K +47 +0.3%
ACM
894
Advisors Capital Management
New Jersey
$308K – – –
SEM
895
Strategic Equity Management
Arizona
$306K -$29.1K -1,273 -9%
RA
896
Ruggaard & Associates
Ohio
$305K +$23 +1 +0%
HWA
897
Heartwood Wealth Advisors
Virginia
$303K – – –
WAM
898
Worth Asset Management
Texas
$303K -$16.3K -714 -5%
CWA
899
Carolina Wealth Advisors
South Carolina
$302K +$10.8K +472 +4%
BWMG
900
Barnes Wealth Management Group
California
$302K +$304K +13,293 New
34 35
36
37 38