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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
$346K – – –
WAM
902
Worth Asset Management
Texas
$345K -$44.6K -1,802 -12%
KBFS
903
Kohmann Bosshard Financial Services
Ohio
$342K +$15.9K +643 +5%
VHAM
904
Van Hulzen Asset Management
California
$341K +$13.6K +548 +4%
CIP
905
Capital Insight Partners
Arizona
$340K – – –
JC
906
JBGlobal.com
New York
$338K – – –
PIA
907
Pinion Investment Advisors
Kansas
$338K -$4.68K -189 -1%
CB
908
Commerce Bank
Missouri
$337K -$23.5K -950 -7%
CWM
909
Crowley Wealth Management
Delaware
$337K +$125K +5,050 +63%
AUB
910
Atlantic Union Bankshares
Virginia
$337K +$446 +18 +0.1%
IFA
911
Index Fund Advisors
California
$337K +$446 +18 +0.1%
NPI
912
New Perspectives Inc
Mississippi
$337K – – –
CCMI
913
Creative Capital Management Investments
California
$336K +$31K +1,251 +11%
AL
914
ADE LLC
Maryland
$335K +$323K +13,030 New
TP
915
Tranquility Partners
Tennessee
$334K -$15.3K -618 -5%
HWA
916
Heartwood Wealth Advisors
Virginia
$334K – – –
RIM
917
Redwood Investment Management
Arizona
$332K +$941 +38 +0.3%
BFG
918
Berger Financial Group
Minnesota
$331K +$8.66K +350 +3%
MA
919
MONECO Advisors
Connecticut
$329K – – –
MT
920
Midwest Trust
Kansas
$329K +$317K +12,793 New
FA
921
Fedenia Advisers
Wisconsin
$328K -$14.9K -601 -4%
CIA
922
Cape Investment Advisory
Georgia
$328K -$38.9M -1,570,252 -99%
BW
923
BostonPremier Wealth
Massachusetts
$326K +$916 +37 +0.3%
CIA
924
Choate Investment Advisors
Massachusetts
$325K – – –
WCM
925
WealthBridge Capital Management
Ohio
$323K -$12.2K -493 -4%
35 36
37
38 39