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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
951
Founders Financial Alliance
North Carolina
$419K +$71K +2,536 +21%
NBWM
952
North Berkeley Wealth Management
California
$417K – – –
SG
953
Somerset Group
Minnesota
$416K +$6.52K +233 +2%
CW
954
CreativeOne Wealth
Kansas
$416K +$980 +35 +0.2%
HR
955
Hardy Reed
Mississippi
$416K – – –
DI
956
Disciplined Investments
Oklahoma
$415K – – –
PSCM
957
Per Stirling Capital Management
Texas
$415K -$175K -6,239 -30%
RWA
958
Roberts Wealth Advisors
California
$415K -$199K -7,097 -33%
JHC
959
J. Hagan Capital
Kentucky
$414K +$16.8K +601 +4%
CFCS
960
CDM Financial Counseling Services
Connecticut
$414K – – –
VCM
961
Versant Capital Management
Arizona
$413K +$1.04K +37 +0.3%
G
962
Gainplan
Michigan
$412K +$2.27K +81 +0.6%
LF
963
LifeSteps Financial
California
$411K -$27.4K -978 -6%
SWM
964
SHP Wealth Management
Massachusetts
$410K – – –
IFG
965
Independent Financial Group
California
$406K -$1.4K -50 -0.4%
AF
966
Align Financial
Minnesota
$406K – – –
GWANC
967
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K -$532 -19 -0.1%
TP
968
Tranquility Partners
Tennessee
$405K – – –
RZH
969
Relyea Zuckerberg Hanson
Connecticut
$404K +$391K +13,959 New
FGC
970
First Growth Capital
Maryland
$404K – – –
CWM
971
Connecticut Wealth Management
Connecticut
$403K +$140K +4,999 +56%
EW
972
Expressive Wealth
Illinois
$402K +$28.7K +1,026 +8%
GLLW
973
Graves Light Lenhart Wealth
Virginia
$402K – – –
ESB
974
Essex Savings Bank
Connecticut
$401K -$25.1K -895 -6%
ZRP
975
Zynergy Retirement Planning
New Jersey
$399K – – –
37 38
39
40 41