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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
951
Mayport LLC
Massachusetts
$344K +$359K +13,698 New
JHC
952
J. Hagan Capital
Kentucky
$344K -$163K -6,216 -31%
CL
953
CVFG LLC
Indiana
$342K +$357K +13,616 New
AFA
954
American Financial Advisors
Georgia
$342K +$394 +15 +0.1%
CHAM
955
Clear Harbor Asset Management
Connecticut
$342K +$357K +13,614 New
PSF
956
Pacific Sun Financial
California
$339K – – –
TWP
957
TFO Wealth Partners
Ohio
$337K – – –
AWA
958
Alaska Wealth Advisors
Alaska
$337K -$6.38K -243 -2%
WCM
959
Washburn Capital Management
Florida
$336K – – –
CFS
960
Coordinated Financial Services
Colorado
$336K +$35.1K +1,337 +11%
JC
961
JBGlobal.com
New York
$330K – – –
IFA
962
Index Fund Advisors
California
$330K +$446 +17 +0.1%
ACM
963
Advisors Capital Management
New Jersey
$328K -$3.54K -135 -1%
KWM
964
Kingsview Wealth Management
Oregon
$328K +$11.9K +454 +4%
CCMI
965
Creative Capital Management Investments
California
$328K – – –
SLA
966
Silver Lake Advisory
Utah
$327K +$761 +29 +0.2%
AL
967
ADE LLC
Maryland
$327K – – –
HWA
968
Heartwood Wealth Advisors
Virginia
$326K – – –
GWL
969
Generations Wealth LLC
Ohio
$326K – – –
SL
970
StoryOne LLC
Kansas
$326K – – –
LWM
971
Level Wealth Management
North Carolina
$325K -$6.82K -260 -2%
BFG
972
Berger Financial Group
Minnesota
$324K -$1.31K -50 -0.4%
AF
973
Apollon Financial
South Carolina
$321K -$45.4K -1,731 -12%
FA
974
Fedenia Advisers
Wisconsin
$320K -$79 -3 -0%
NPI
975
New Perspectives Inc
Mississippi
$318K -$10.5K -400 -3%
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