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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
926
Vickerman Investment Advisors
Washington
$385K -$112K -4,313 -23%
CW
927
CreativeOne Wealth
Kansas
$383K -$173K -6,628 -31%
DSAM
928
Dock Street Asset Management
Florida
$382K -$151K -5,813 -29%
IFG
929
Independent Financial Group
California
$381K +$5.91K +227 +2%
AF
930
Apollon Financial
South Carolina
$381K +$378K +14,527 New
PWP
931
Precedent Wealth Partners
Texas
$381K – – –
CGPCS
932
Capital Group Private Client Services
California
$378K +$1.04K +40 +0.3%
NBWM
933
North Berkeley Wealth Management
California
$377K – – –
VMMC
934
V.M. Manning & Co
South Carolina
$377K -$1.51K -58 -0.4%
GS
935
GWN Securities
Florida
$376K +$1.12K +43 +0.3%
HR
936
Hardy Reed
Mississippi
$376K -$97.3K -3,736 -21%
LCWM
937
Legacy Capital Wealth Management
Texas
$376K +$373K +14,341 New
BIG
938
Brooklyn Investment Group
New York
$375K +$369K +14,168 New
CFCS
939
CDM Financial Counseling Services
Connecticut
$375K +$372K +14,280 New
CIA
940
Capital Investment Advisors
Georgia
$374K +$17.3K +663 +5%
FGC
941
First Growth Capital
Maryland
$373K +$363K +13,950 New
PMFA
942
Plante Moran Financial Advisors
Michigan
$372K +$1.04K +40 +0.3%
SWM
943
SHP Wealth Management
Massachusetts
$372K +$369K +14,172 New
VCM
944
Versant Capital Management
Arizona
$372K +$1.15K +44 +0.3%
G
945
Gainplan
Michigan
$371K -$312 -12 -0.1%
WS
946
Wedbush Securities
California
$370K +$7.99K +307 +2%
GWANC
947
Guardian Wealth Advisors (North Carolina)
North Carolina
$367K +$99.6K +3,826 +38%
NFC
948
Northstar Financial Companies
Pennsylvania
$367K -$4.92K -189 -1%
RIM
949
Redwood Investment Management
Arizona
$366K +$27.3K +1,050 +8%
USCWA
950
U.S. Capital Wealth Advisors
Texas
$364K +$286 +11 +0.1%
36 37
38
39 40