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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
926
Redwood Investment Management
Arizona
$307K +$837 +38 +0.3%
NCM
927
Noesis Capital Mangement
Florida
$307K +$61.3K +2,781 +28%
VBFP
928
Valtinson Bruner Financial Planning
Minnesota
$306K – – –
MA
929
MONECO Advisors
Connecticut
$305K – – –
NHT
930
New Hampshire Trust
New Hampshire
$305K +$282K +12,798 New
ACM
931
Advisors Capital Management
New Jersey
$303K +$10.4K +474 +4%
VHAM
932
Van Hulzen Asset Management
California
$303K -$3.59K -163 -1%
KBFS
933
Kohmann Bosshard Financial Services
Ohio
$302K -$2.06M -93,582 -88%
BW
934
BostonPremier Wealth
Massachusetts
$301K -$8.24K -374 -3%
CIA
935
Choate Investment Advisors
Massachusetts
$301K – – –
AAS
936
Ameritas Advisory Services
Nebraska
$300K -$49.1K -2,230 -15%
BFG
937
Berger Financial Group
Minnesota
$298K +$2.07K +94 +0.8%
QWM
938
Quadcap Wealth Management
Texas
$298K +$56.2K +2,550 +26%
VWM
939
Venturi Wealth Management
Texas
$296K +$485 +22 +0.2%
CE
940
Cornerstone Enterprises
Wisconsin
$296K – – –
DB
941
Dravo Bay
Delaware
$296K – – –
PP
942
Patten & Patten
Tennessee
$295K – – –
PCI
943
Planning Center Inc
Illinois
$295K -$7.31K -332 -3%
PW
944
PUREfi Wealth
Massachusetts
$294K +$272K +12,357 New
BPWM
945
Badgley Phelps Wealth Managers
Washington
$294K -$110 -5 -0%
PK
946
Pflug Koory
Nebraska
$294K +$22 +1 +0%
RPA
947
Rock Point Advisors
Vermont
$292K -$13.5K -612 -5%
GD
948
Grandfield & Dodd
New York
$292K – – –
SG
949
StoneX Group
New York
$287K -$304K -13,800 -53%
SIMC
950
Squire Investment Management Company
Utah
$286K – – –
36 37
38
39 40