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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
926
Precedent Wealth Partners
Texas
$365K – – –
EW
927
Expressive Wealth
Illinois
$364K +$337K +12,839 New
CGPCS
928
Capital Group Private Client Services
California
$363K +$945 +36 +0.2%
GS
929
GWN Securities
Florida
$361K +$1.02K +39 +0.3%
NBWM
930
North Berkeley Wealth Management
California
$361K – – –
HR
931
Hardy Reed
Mississippi
$360K – – –
DI
932
Disciplined Investments
Oklahoma
$360K -$247K -9,410 -40%
CW
933
CreativeOne Wealth
Kansas
$360K -$7.61K -290 -2%
CFCS
934
CDM Financial Counseling Services
Connecticut
$358K – – –
PMFA
935
Plante Moran Financial Advisors
Michigan
$357K +$918 +35 +0.2%
VCM
936
Versant Capital Management
Arizona
$357K +$1.02K +39 +0.3%
KBFS
937
Kohmann Bosshard Financial Services
Ohio
$356K +$23.5K +894 +7%
SWM
938
SHP Wealth Management
Massachusetts
$356K – – –
G
939
Gainplan
Michigan
$355K – – –
WS
940
Wedbush Securities
California
$355K +$1.1K +42 +0.3%
IFG
941
Independent Financial Group
California
$353K -$11.8K -450 -3%
FGC
942
First Growth Capital
Maryland
$353K – – –
GWANC
943
Guardian Wealth Advisors (North Carolina)
North Carolina
$352K +$918 +35 +0.2%
AF
944
Align Financial
Minnesota
$352K -$9.29M -353,965 -96%
RIM
945
Redwood Investment Management
Arizona
$352K +$1.02K +39 +0.3%
TP
946
Tranquility Partners
Tennessee
$351K +$26.1K +994 +8%
CWM
947
Cooke Wealth Management
California
$351K +$159K +6,073 +77%
FFA
948
Fragasso Financial Advisors
Pennsylvania
$350K +$62.4K +2,377 +21%
USCWA
949
U.S. Capital Wealth Advisors
Texas
$348K +$289 +11 +0.1%
GLLW
950
Graves Light Lenhart Wealth
Virginia
$348K +$26 +1 +0%
36 37
38
39 40