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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
5NPW
976
55 North Private Wealth
Florida
$318K – – –
CIA
977
Choate Investment Advisors
Massachusetts
$317K – – –
RMF
978
Red Mountain Financial
Colorado
$317K +$28K +1,067 +9%
WCM
979
WealthBridge Capital Management
Ohio
$316K +$184 +7 +0.1%
CE
980
Cornerstone Enterprises
Wisconsin
$312K – – –
DB
981
Dravo Bay
Delaware
$312K – – –
DAS
982
Dynamic Advisor Solutions
Arizona
$310K -$117K -4,453 -27%
BWM
983
Briggs Wealth Management
Connecticut
$309K +$8.19K +312 +3%
BW
984
BostonPremier Wealth
Massachusetts
$308K -$5.75K -219 -2%
SAM
985
Silvercrest Asset Management
New York
$308K – – –
RPA
986
Rock Point Advisors
Vermont
$307K – – –
WAM
987
Worth Asset Management
Texas
$307K -$446 -17 -0.1%
PIA
988
Pinion Investment Advisors
Kansas
$307K -$17.9K -684 -5%
GA
989
Goldstein Advisors
Wisconsin
$307K +$33.2K +1,266 +12%
VWM
990
Venturi Wealth Management
Texas
$306K +$551 +21 +0.2%
UCB
991
United Community Bank
South Carolina
$306K +$31K +1,183 +11%
5W
992
5T Wealth
California
$305K -$8.03K -306 -2%
DSAM
993
Dock Street Asset Management
Florida
$303K -$65.6K -2,501 -17%
CGA
994
Crescent Grove Advisors
Illinois
$301K – – –
SIMC
995
Squire Investment Management Company
Utah
$301K – – –
MWM
996
McCartney Wealth Management
Missouri
$300K +$1.08K +41 +0.3%
EA
997
Echo45 Advisors
California
$300K – – –
FFA
998
Founders Financial Alliance
North Carolina
$299K +$735 +28 +0.2%
AIP
999
Almanack Investment Partners
Pennsylvania
$299K -$22K -837 -7%
MT
1000
Midwest Trust
Kansas
$298K -$23.7K -905 -7%
38 39
40
41 42