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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWL
1001
Generations Wealth LLC
Ohio
$374K -$2.21K -79 -0.6%
AFA
1002
American Financial Advisors
Georgia
$373K -$21K -750 -6%
TF
1003
Trek Financial
Arizona
$372K +$57.2K +2,044 +19%
FA
1004
Fedenia Advisers
Wisconsin
$370K -$84 -3 -0%
NPI
1005
New Perspectives Inc
Mississippi
$367K – – –
5NPW
1006
55 North Private Wealth
Florida
$367K – – –
JC
1007
Jacobs & Co
California
$366K -$115K -4,103 -24%
CIA
1008
Choate Investment Advisors
Massachusetts
$366K – – –
WCM
1009
WealthBridge Capital Management
Ohio
$365K +$196 +7 +0.1%
MWM
1010
McCartney Wealth Management
Missouri
$364K +$17.4K +622 +5%
GWS
1011
Glassman Wealth Services
Virginia
$364K +$196K +6,985 +125%
RMF
1012
Red Mountain Financial
Colorado
$362K -$3.08K -110 -0.9%
CE
1013
Cornerstone Enterprises
Wisconsin
$360K +$56 +2 +0%
DB
1014
Dravo Bay
Delaware
$359K – – –
DAS
1015
Dynamic Advisor Solutions
Arizona
$358K +$476 +17 +0.1%
BW
1016
BostonPremier Wealth
Massachusetts
$357K +$924 +33 +0.3%
BWM
1017
Briggs Wealth Management
Connecticut
$357K +$280 +10 +0.1%
SAM
1018
Silvercrest Asset Management
New York
$355K – – –
RPA
1019
Rock Point Advisors
Vermont
$355K – – –
UCB
1020
United Community Bank
South Carolina
$353K – – –
RWM
1021
Rockwood Wealth Management
Pennsylvania
$352K -$609K -21,749 -64%
BWS
1022
Broadway Wealth Solutions
Texas
$350K +$40.7K +1,454 +14%
CGA
1023
Crescent Grove Advisors
Illinois
$348K – – –
SIMC
1024
Squire Investment Management Company
Utah
$348K – – –
AWA
1025
Alaska Wealth Advisors
Alaska
$347K -$40.5K -1,446 -11%
39 40
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