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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
5NPW
1001
55 North Private Wealth
Florida
$367K – – –
JC
1002
Jacobs & Co
California
$366K -$115K -4,103 -24%
CIA
1003
Choate Investment Advisors
Massachusetts
$366K – – –
WCM
1004
WealthBridge Capital Management
Ohio
$365K +$196 +7 +0.1%
MWM
1005
McCartney Wealth Management
Missouri
$364K +$17.4K +622 +5%
GWS
1006
Glassman Wealth Services
Virginia
$364K +$196K +6,985 +125%
RMF
1007
Red Mountain Financial
Colorado
$362K -$3.08K -110 -0.9%
CE
1008
Cornerstone Enterprises
Wisconsin
$360K +$56 +2 +0%
DB
1009
Dravo Bay
Delaware
$359K – – –
DAS
1010
Dynamic Advisor Solutions
Arizona
$358K +$476 +17 +0.1%
BW
1011
BostonPremier Wealth
Massachusetts
$357K +$924 +33 +0.3%
BWM
1012
Briggs Wealth Management
Connecticut
$357K +$280 +10 +0.1%
SAM
1013
Silvercrest Asset Management
New York
$355K – – –
RPA
1014
Rock Point Advisors
Vermont
$355K – – –
UCB
1015
United Community Bank
South Carolina
$353K – – –
RWM
1016
Rockwood Wealth Management
Pennsylvania
$352K -$609K -21,749 -64%
BWS
1017
Broadway Wealth Solutions
Texas
$350K +$40.7K +1,454 +14%
CGA
1018
Crescent Grove Advisors
Illinois
$348K – – –
SIMC
1019
Squire Investment Management Company
Utah
$348K – – –
AWA
1020
Alaska Wealth Advisors
Alaska
$347K -$40.5K -1,446 -11%
EA
1021
Echo45 Advisors
California
$346K – – –
CA
1022
Claris Advisors
Missouri
$345K +$868 +31 +0.3%
OIS
1023
OneAscent Investment Solutions
Alabama
$345K +$334K +11,914 New
KL
1024
KWMG LLC
Kansas
$344K +$14.5K +517 +5%
AWM
1025
Arista Wealth Management
Nevada
$343K – – –
39 40
41
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