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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
901
PFG Investments
New York
$212K +$202K +10,431 New
UFA
902
US Financial Advisors
Massachusetts
$212K +$202K +10,428 New
SPIS
903
Steward Partners Investment Solutions
Oregon
$212K +$202K +10,422 New
LWM
904
Lyell Wealth Management
California
$211K +$201K +10,377 New
AIA
905
Armor Investment Advisors
North Carolina
$211K +$232 +12 +0.1%
CA
906
Carson Advisory
Georgia
$211K -$10.8K -558 -5%
MFT
907
Moisand Fitzgerald Tamayo
Florida
$210K -$6.09K -315 -3%
TWM
908
Tanager Wealth Management
United Kingdom
$210K -$32.7K -1,692 -14%
EAM
909
Empirical Asset Management
Massachusetts
$209K +$199K +10,281 New
SXL
910
Summit X LLC
Missouri
$209K +$199K +10,278 New
HA
911
HC Advisors
Georgia
$207K +$197K +10,188 New
SCI
912
Silver Coast Investments
United States
$207K +$197K +10,161 New
FIA
913
FPC Investment Advisory
California
$206K +$204K +10,530 New
TB
914
Treynor Bancshares
Iowa
$206K +$196K +10,122 New
SPA
915
Sentinel Pension Advisors
Massachusetts
$206K +$196K +10,104 New
CJFS
916
Coulter & Justus Financial Services
Tennessee
$205K +$195K +10,095 New
NCM
917
Noesis Capital Mangement
Florida
$205K +$195K +10,095 New
MJRIC
918
Mogy Joel R Investment Counsel
California
$205K +$195K +10,083 New
SI
919
Stephens Inc
Arkansas
$205K +$195K +10,083 New
BPWM
920
Badgley Phelps Wealth Managers
Washington
$204K +$194K +10,029 New
CCA
921
Clarity Capital Advisors
Florida
$204K +$194K +10,020 New
RIA
922
Regal Investment Advisors
Michigan
$204K +$194K +10,014 New
TWM
923
Trevian Wealth Management
Massachusetts
$203K +$193K +9,996 New
QWM
924
Quadcap Wealth Management
Texas
$202K +$192K +9,933 New
KWM
925
Kingsview Wealth Management
Oregon
$202K +$192K +9,930 New
35 36
37
38 39