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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZRP
951
Zynergy Retirement Planning
New Jersey
$346K – – –
OFG
952
Opulen Financial Group
Virginia
$346K +$361K +13,772 New
ML
953
Mayport LLC
Massachusetts
$344K +$359K +13,698 New
JHC
954
J. Hagan Capital
Kentucky
$344K -$163K -6,216 -31%
CL
955
CVFG LLC
Indiana
$342K +$357K +13,616 New
AFA
956
American Financial Advisors
Georgia
$342K +$394 +15 +0.1%
CHAM
957
Clear Harbor Asset Management
Connecticut
$342K +$357K +13,614 New
PSF
958
Pacific Sun Financial
California
$339K – – –
TWP
959
TFO Wealth Partners
Ohio
$337K – – –
AWA
960
Alaska Wealth Advisors
Alaska
$337K -$6.38K -243 -2%
WCM
961
Washburn Capital Management
Florida
$336K – – –
CFS
962
Coordinated Financial Services
Colorado
$336K +$35.1K +1,337 +11%
JC
963
JBGlobal.com
New York
$330K – – –
IFA
964
Index Fund Advisors
California
$330K +$446 +17 +0.1%
ACM
965
Advisors Capital Management
New Jersey
$328K -$3.54K -135 -1%
KWM
966
Kingsview Wealth Management
Oregon
$328K +$11.9K +454 +4%
CCMI
967
Creative Capital Management Investments
California
$328K – – –
SLA
968
Silver Lake Advisory
Utah
$327K +$761 +29 +0.2%
AL
969
ADE LLC
Maryland
$327K – – –
HWA
970
Heartwood Wealth Advisors
Virginia
$326K – – –
GWL
971
Generations Wealth LLC
Ohio
$326K – – –
SL
972
StoryOne LLC
Kansas
$326K – – –
LWM
973
Level Wealth Management
North Carolina
$325K -$6.82K -260 -2%
BFG
974
Berger Financial Group
Minnesota
$324K -$1.31K -50 -0.4%
AF
975
Apollon Financial
South Carolina
$321K -$45.4K -1,731 -12%
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