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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
926
Clarity Capital Advisors
Florida
$210K – – –
BFWM
927
Bright Futures Wealth Management
New York
$210K +$608 +30 +0.3%
CW
928
CreativeOne Wealth
Kansas
$209K -$122K -6,024 -38%
QWM
929
Quadcap Wealth Management
Texas
$208K -$61 -3 -0%
KWM
930
Kingsview Wealth Management
Oregon
$208K -$547 -27 -0.3%
SCI
931
Silver Coast Investments
United States
$206K -$6.87K -339 -3%
DSA
932
Droms Strauss Advisors
Missouri
$204K +$198K +9,759 New
SSW
933
Stone Summit Wealth
Florida
$203K +$197K +9,702 New
4WM
934
49 Wealth Management
Texas
$203K +$196K +9,663 New
1CP
935
17 Capital Partners
Arizona
$202K +$196K +9,654 New
QCMNJ
936
Quantum Capital Management (New Jersey)
New Jersey
$201K -$55.6K -2,742 -22%
GWANC
937
Guardian Wealth Advisors (North Carolina)
North Carolina
$199K +$547 +27 +0.3%
BTI
938
Blue Trust Inc
Georgia
$197K – – –
DFC
939
DB Fitzpatrick & Co
Idaho
$178K +$4.8K +237 +3%
SIC
940
SJS Investment Consulting
Ohio
$173K – – –
RF
941
Robinswood Financial
Washington
$162K +$54.2K +2,673 +53%
SPIA
942
Steward Partners Investment Advisory
New York
$162K – – –
TCOV
943
Trust Company of Vermont
Vermont
$160K +$81K +3,996 +110%
WIA
944
Wetzel Investment Advisors
Indiana
$159K – – –
HCM
945
Hollencrest Capital Management
California
$158K +$105K +5,184 +218%
BF
946
BOK Financial
Oklahoma
$155K – – –
RCM
947
Richardson Capital Management
Wisconsin
$151K – – –
T
948
Tidemark
California
$149K +$130K +6,435 +988%
EWA
949
EverSource Wealth Advisors
Alabama
$148K +$106K +5,256 +314%
PFSC
950
Peoples Financial Services Corp
Pennsylvania
$145K – – –
36 37
38
39 40