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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
926
Noesis Capital Mangement
Florida
$322K -$8.66K -350 -3%
VWM
927
Venturi Wealth Management
Texas
$320K +$545 +22 +0.2%
CE
928
Cornerstone Enterprises
Wisconsin
$319K – – –
DB
929
Dravo Bay
Delaware
$319K – – –
PP
930
Patten & Patten
Tennessee
$318K – – –
RPA
931
Rock Point Advisors
Vermont
$315K – – –
SEM
932
Strategic Equity Management
Arizona
$311K -$31.8K -1,284 -10%
GD
933
Grandfield & Dodd
New York
$309K -$5.57K -225 -2%
SIMC
934
Squire Investment Management Company
Utah
$309K – – –
CGA
935
Crescent Grove Advisors
Illinois
$309K – – –
ACM
936
Advisors Capital Management
New Jersey
$308K -$17.8K -721 -6%
AP
937
Americana Partners
Texas
$308K +$866 +35 +0.3%
NRC
938
New Republic Capital
North Carolina
$307K – – –
FFA
939
Founders Financial Alliance
North Carolina
$305K +$470 +19 +0.2%
PCI
940
Planning Center Inc
Illinois
$305K -$11.9K -480 -4%
BPWM
941
Badgley Phelps Wealth Managers
Washington
$303K -$13.5K -547 -4%
PW
942
PUREfi Wealth
Massachusetts
$302K -$14.9K -600 -5%
MFF
943
Michels Family Financial
Texas
$299K +$767 +31 +0.3%
BWA
944
Burt Wealth Advisors
Maryland
$297K +$25 +1 +0%
GA
945
Goldstein Advisors
Wisconsin
$296K +$20.3K +820 +8%
WTC
946
WhitTier Trust Company
Nevada
$296K – – –
MSWMA
947
Market Street Wealth Management Advisors
Indiana
$295K – – –
AWM
948
Arista Wealth Management
Nevada
$294K +$284K +11,454 New
FFA
949
Fragasso Financial Advisors
Pennsylvania
$294K -$619 -25 -0.2%
PWM
950
Paulson Wealth Management
Illinois
$292K -$2K -81 -0.7%
36 37
38
39 40