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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
926
Badgley Phelps Wealth Managers
Washington
$211K +$122 +6 +0.1%
CCA
927
Clarity Capital Advisors
Florida
$210K – – –
BFWM
928
Bright Futures Wealth Management
New York
$210K +$608 +30 +0.3%
CW
929
CreativeOne Wealth
Kansas
$209K -$122K -6,024 -38%
QWM
930
Quadcap Wealth Management
Texas
$208K -$61 -3 -0%
KWM
931
Kingsview Wealth Management
Oregon
$208K -$547 -27 -0.3%
SCI
932
Silver Coast Investments
United States
$206K -$6.87K -339 -3%
DSA
933
Droms Strauss Advisors
Missouri
$204K +$198K +9,759 New
SSW
934
Stone Summit Wealth
Florida
$203K +$197K +9,702 New
4WM
935
49 Wealth Management
Texas
$203K +$196K +9,663 New
1CP
936
17 Capital Partners
Arizona
$202K +$196K +9,654 New
QCMNJ
937
Quantum Capital Management (New Jersey)
New Jersey
$201K -$55.6K -2,742 -22%
GWANC
938
Guardian Wealth Advisors (North Carolina)
North Carolina
$199K +$547 +27 +0.3%
BTI
939
Blue Trust Inc
Georgia
$197K – – –
DFC
940
DB Fitzpatrick & Co
Idaho
$178K +$4.8K +237 +3%
SIC
941
SJS Investment Consulting
Ohio
$173K – – –
RF
942
Robinswood Financial
Washington
$162K +$54.2K +2,673 +53%
SPIA
943
Steward Partners Investment Advisory
New York
$162K – – –
TCOV
944
Trust Company of Vermont
Vermont
$160K +$81K +3,996 +110%
WIA
945
Wetzel Investment Advisors
Indiana
$159K – – –
HCM
946
Hollencrest Capital Management
California
$158K +$105K +5,184 +218%
BF
947
BOK Financial
Oklahoma
$155K – – –
RCM
948
Richardson Capital Management
Wisconsin
$151K – – –
T
949
Tidemark
California
$149K +$130K +6,435 +988%
EWA
950
EverSource Wealth Advisors
Alabama
$148K +$106K +5,256 +314%
36 37
38
39 40