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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
901
TFO Wealth Partners
Ohio
$149K – – –
FF
902
Friedenthal Financial
New Jersey
$147K +$137K +7,929 New
RF
903
Robinswood Financial
Washington
$146K -$249K -14,433 -65%
WIA
904
Wetzel Investment Advisors
Indiana
$145K +$135K +7,800 New
BF
905
BOK Financial
Oklahoma
$137K – – –
TRCT
906
Tower Research Capital (TRC)
New York
$136K -$423K -24,468 -77%
SS
907
Sunbelt Securities
Texas
$128K – – –
PFSC
908
Peoples Financial Services Corp
Pennsylvania
$128K – – –
PP
909
Pacifica Partners
Canada
$126K +$122K +7,080 New
SPIA
910
Steward Partners Investment Advisory
New York
$125K +$42K +2,433 +56%
BFO
911
Biltmore Family Office
North Carolina
$125K – – –
RCM
912
Richardson Capital Management
Wisconsin
$124K +$116K +6,699 New
CIAS
913
Capital Investment Advisory Services
North Carolina
$124K -$12.2K -708 -10%
PCFFS
914
Pacific Center for Financial Services
California
$123K +$415 +24 +0.4%
TF
915
Tompkins Financial
New York
$121K – – –
LB
916
Legacy Bridge
Iowa
$114K – – –
CAM
917
Creekmur Asset Management
Illinois
$111K +$104K +5,997 New
HPC
918
HM Payson & Co
Maine
$108K – – –
HPIA
919
Hamilton Point Investment Advisors
North Carolina
$104K +$96.7K +5,601 New
IRC
920
Investors Research Corp
Georgia
$98.5K – – –
RWM
921
Raffa Wealth Management
District of Columbia
$97.9K – – –
CWC
922
Carolinas Wealth Consulting
North Carolina
$95.2K +$363 +21 +0.4%
PCM
923
Perritt Capital Management
Illinois
$95K +$4.77K +276 +6%
PFBT
924
Parkside Financial Bank & Trust
Missouri
$90.6K +$259 +15 +0.3%
VWM
925
Venturi Wealth Management
Texas
$90.6K – – –
35 36
37
38 39