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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
926
Venturi Wealth Management
Texas
$90.6K – – –
VWM
927
Valley Wealth Managers
New Jersey
$87.4K -$24K -1,392 -23%
DWM
928
Dogwood Wealth Management
Kansas
$86.4K +$80.4K +4,656 New
PGAM
929
Princeton Global Asset Management
New Jersey
$82.4K +$104 +6 +0.1%
TSWM
930
Tyler-Stone Wealth Management
Ohio
$81.3K – – –
ME
931
McIlrath & Eck
Washington
$78.5K -$3.21K -186 -4%
EWA
932
Elevate Wealth Advisory
Georgia
$78.3K +$72.9K +4,221 New
WT
933
Whittier Trust
California
$77.8K – – –
MA
934
Montag & Associates
Georgia
$69.2K +$259 +15 +0.4%
HI
935
Hoey Investments
Pennsylvania
$68.2K +$63.5K +3,675 New
GWS
936
Glassman Wealth Services
Virginia
$66.6K – – –
CFGS
937
Concourse Financial Group Securities
Alabama
$66.4K – – –
SIS
938
Strategic Investment Solutions
Illinois
$63.6K -$2.51M -145,338 -98%
ODG
939
O'Dell Group
Ohio
$61.3K +$57.1K +3,306 New
BWM
940
Baystate Wealth Management
Massachusetts
$59.3K +$31.6K +1,827 +134%
HFS
941
Hantz Financial Services
Michigan
$57K +$259 +15 +0.5%
MAM
942
Marquette Asset Management
Minnesota
$55.3K -$5.7K -330 -10%
ACA
943
American Capital Advisory
Idaho
$52.3K +$48.7K +2,820 New
IPW
944
Impact Partnership Wealth
Georgia
$51.8K – – –
CTC
945
Central Trust Company
Missouri
$50.7K – – –
HRC
946
Hoertkorn Richard Charles
$50.1K – – –
AWM
947
Angeles Wealth Management
California
$49.5K +$4.66K +270 +11%
FFA
948
Frazier Financial Advisors
Ohio
$47.8K +$44.5K +2,574 New
ITIM
949
Indiana Trust & Investment Management
Indiana
$46.9K – – –
HWM
950
HighMark Wealth Management
Minnesota
$46.6K +$13.5K +780 +45%
36 37
38
39 40