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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
926
Capital Group Private Client Services
California
$363K +$945 +36 +0.2%
GS
927
GWN Securities
Florida
$361K +$1.02K +39 +0.3%
NBWM
928
North Berkeley Wealth Management
California
$361K – – –
HR
929
Hardy Reed
Mississippi
$360K – – –
DI
930
Disciplined Investments
Oklahoma
$360K -$247K -9,410 -40%
CW
931
CreativeOne Wealth
Kansas
$360K -$7.61K -290 -2%
CFCS
932
CDM Financial Counseling Services
Connecticut
$358K – – –
PMFA
933
Plante Moran Financial Advisors
Michigan
$357K +$918 +35 +0.2%
VCM
934
Versant Capital Management
Arizona
$357K +$1.02K +39 +0.3%
KBFS
935
Kohmann Bosshard Financial Services
Ohio
$356K +$23.5K +894 +7%
SWM
936
SHP Wealth Management
Massachusetts
$356K – – –
G
937
Gainplan
Michigan
$355K – – –
WS
938
Wedbush Securities
California
$355K +$1.1K +42 +0.3%
IFG
939
Independent Financial Group
California
$353K -$11.8K -450 -3%
FGC
940
First Growth Capital
Maryland
$353K – – –
GWANC
941
Guardian Wealth Advisors (North Carolina)
North Carolina
$352K +$918 +35 +0.2%
AF
942
Align Financial
Minnesota
$352K -$9.29M -353,965 -96%
RIM
943
Redwood Investment Management
Arizona
$352K +$1.02K +39 +0.3%
TP
944
Tranquility Partners
Tennessee
$351K +$26.1K +994 +8%
CWM
945
Cooke Wealth Management
California
$351K +$159K +6,073 +77%
FFA
946
Fragasso Financial Advisors
Pennsylvania
$350K +$62.4K +2,377 +21%
USCWA
947
U.S. Capital Wealth Advisors
Texas
$348K +$289 +11 +0.1%
GLLW
948
Graves Light Lenhart Wealth
Virginia
$348K +$26 +1 +0%
ZRP
949
Zynergy Retirement Planning
New Jersey
$346K – – –
OFG
950
Opulen Financial Group
Virginia
$346K +$361K +13,772 New
36 37
38
39 40