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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
976
HC Advisors
Georgia
$231K – – –
ACI
977
Alpha Cubed Investments
California
$231K -$55K -2,408 -19%
FIA
978
FPC Investment Advisory
California
$231K -$15.1K -660 -6%
CFG
979
Cornerstone Financial Group
Nebraska
$230K +$231K +10,122 New
APA
980
Astoria Portfolio Advisors
New York
$230K -$464K -20,319 -67%
CCA
981
Clarity Capital Advisors
Florida
$230K +$777 +34 +0.3%
SPA
982
Sentinel Pension Advisors
Massachusetts
$229K – – –
OCM
983
Orion Capital Management
California
$229K -$31K -1,356 -12%
NCM
984
Noesis Capital Mangement
Florida
$229K -$23 -1 -0%
SI
985
Stephens Inc
Arkansas
$229K – – –
TWM
986
Trevian Wealth Management
Massachusetts
$228K -$23 -1 -0%
SQA
987
Simon Quick Advisors
New Jersey
$228K -$685K -29,975 -75%
AIA
988
Armor Investment Advisors
North Carolina
$227K +$69 +3 +0%
SAM
989
SignalPoint Asset Management
Missouri
$226K +$2.01K +88 +0.9%
QWM
990
Quadcap Wealth Management
Texas
$225K +$227K +9,932 New
KL
991
KilterHowling LLC
Colorado
$225K +$777 +34 +0.4%
BTI
992
Blue Trust Inc
Georgia
$224K -$69K -3,021 -23%
SWM
993
Stark Wealth Management
Pennsylvania
$222K +$223K +9,768 New
CAM
994
Columbia Asset Management
Michigan
$220K +$221K +9,693 New
SLA
995
Silver Lake Advisory
Utah
$220K +$10.2K +446 +5%
AWM
996
Abound Wealth Management
Tennessee
$219K -$53K -2,322 -19%
GWANC
997
Guardian Wealth Advisors (North Carolina)
North Carolina
$219K +$1.12K +49 +0.5%
DSA
998
Droms Strauss Advisors
Missouri
$218K -$5.16K -226 -2%
CWS
999
Cypress Wealth Services
California
$218K -$16.7K -731 -7%
SFP
1000
Sterling Financial Planning
New Jersey
$218K +$777 +34 +0.4%
38 39
40
41 42