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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
901
Bangor Savings Bank
Maine
$8.14K – – –
AW
902
Avion Wealth
Texas
$8K – – –
NRC
903
New Republic Capital
North Carolina
$7.66K +$7.5K +480 New
FWM
904
Focused Wealth Management
New York
$7.18K – – –
BAM
905
Bellevue Asset Management
Washington
$6.7K – – –
GFWA
906
Grey Fox Wealth Advisors
Delaware
$6.44K +$47 +3 +0.7%
CAM
907
Costello Asset Management
Pennsylvania
$5.74K – – –
IGWM
908
ICA Group Wealth Management
Colorado
$5.74K – – –
CMA
909
Cedar Mountain Advisors
Oregon
$5K – – –
HCP
910
Hexagon Capital Partners
Arkansas
$4.48K +$47 +3 +1%
GWSA
911
Global Wealth Strategies & Associates
Colorado
$3.35K – – –
WFA
912
Wells Financial Advisors
Massachusetts
$3.06K – – –
BBHC
913
Brown Brothers Harriman & Co
New York
$2.87K -$5.44K -348 -66%
BWA
914
BDO Wealth Advisors
Florida
$2.87K – – –
BHWM
915
Beaird Harris Wealth Management
Texas
$2.78K – – –
TFA
916
Toth Financial Advisory
Virginia
$2.73K -$235 -15 -8%
NC
917
NewSquare Capital
Pennsylvania
$2.39K -$7.04K -450 -75%
RDFA
918
Ritter Daniher Financial Advisory
Ohio
$2.24K +$94 +6 +4%
EWM
919
Endurance Wealth Management
Rhode Island
$1K – – –
OLVIG
920
Oliver Lagore Vanvalin Investment Group
Michigan
$766 +$750 +48 New
AIM
921
Arcadia Investment Management
Michigan
$575 +$563 +36 New
PP
922
PFS Partners
New Jersey
$495 – – –
AP
923
Arlington Partners
Alabama
$287 – – –
GEA
924
Glen Eagle Advisors
New Jersey
$191 – – –
GFPC
925
Global Financial Private Client
Florida
$96 – – –
35 36
37
38 39