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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
901
Barnes Wealth Management Group
California
$415K -$39.4K -1,512 -9%
MFWP
902
Mosaic Family Wealth Partners
Missouri
$413K +$1.28K +49 +0.3%
CCA
903
Clarity Capital Advisors
Florida
$413K +$208 +8 +0.1%
CCM
904
Coldstream Capital Management
Washington
$410K +$22K +845 +6%
SG
905
Somerset Group
Minnesota
$410K +$1.64K +63 +0.4%
MA
906
MONECO Advisors
Connecticut
$405K +$68.4K +2,629 +21%
BL
907
Balentine LLC
Georgia
$405K – – –
BFM
908
Broadview Financial Management
Wisconsin
$403K +$1.25K +48 +0.3%
FSWA
909
Financial Synergies Wealth Advisors
Texas
$402K +$130 +5 +0%
JWBC
910
John W. Brooker & Co
California
$401K +$338 +13 +0.1%
SF
911
Steffes Financial
Kansas
$400K +$397K +15,247 New
BFA
912
Bill Few Associates
Pennsylvania
$398K -$13K -498 -3%
AWC
913
Adamsbrown Wealth Consultants
Kansas
$395K +$19K +731 +5%
PI
914
PFG Investments
New York
$395K -$11.9K -459 -3%
CWA
915
Carolina Wealth Advisors
South Carolina
$394K +$364 +14 +0.1%
AUB
916
Atlantic Union Bankshares
Virginia
$394K +$49.9K +1,918 +15%
CANC
917
Culbertson A N & Co
Virginia
$393K – – –
FCIM
918
Fairview Capital Investment Management
California
$393K – – –
WCM
919
Winthrop Capital Management
Indiana
$393K +$1.2K +46 +0.3%
AWM
920
Able Wealth Management
New Jersey
$392K – – –
NRC
921
New Republic Capital
North Carolina
$389K +$75.2K +2,890 +24%
TBF
922
True Blue Financial
Michigan
$388K +$385K +14,776 New
TFP
923
TrueWealth Financial Partners
Washington
$388K +$385K +14,776 New
LF
924
LifeSteps Financial
California
$387K +$12.2K +467 +3%
ESB
925
Essex Savings Bank
Connecticut
$386K +$16.7K +641 +5%
35 36
37
38 39