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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1001
Financial Perspectives
Minnesota
$13.1K +$52 +3 +0.4%
T
1002
Tidemark
California
$12.1K +$11.2K +651 New
KFI
1003
Key Financial Inc
Pennsylvania
$11.7K – – –
IF
1004
Integrity Financial
Wyoming
$11.6K – – –
MSWM
1005
McGlone Suttner Wealth Management
Wisconsin
$11.5K +$10.7K +618 New
WT
1006
Washington Trust
Rhode Island
$10.5K – – –
AA
1007
Addison Advisors
Vermont
$10.1K +$9.43K +546 New
SL
1008
Salomon & Ludwin
Virginia
$9.97K – – –
BSB
1009
Bangor Savings Bank
Maine
$9.46K – – –
LPP
1010
Life Planning Partners
Florida
$9.46K +$8.81K +510 New
AW
1011
Avion Wealth
Texas
$9K +$52 +3 +0.6%
NRC
1012
New Republic Capital
North Carolina
$8.91K – – –
SMA
1013
Sage Mountain Advisors
Georgia
$8.85K -$1.37M -79,239 -99%
FWM
1014
Focused Wealth Management
New York
$8.35K – – –
CPG
1015
Cornerstone Planning Group
New Jersey
$7.96K – – –
BAM
1016
Bellevue Asset Management
Washington
$7.79K – – –
OP
1017
ORG Partners
Indiana
$7.46K +$6.94K +402 New
CAM
1018
Costello Asset Management
Pennsylvania
$7.4K +$415 +24 +6%
HCP
1019
Hexagon Capital Partners
Arkansas
$7.34K +$52 +3 +0.8%
FFL
1020
Financial Freedom LLC
Ohio
$7.01K +$52 +3 +0.8%
IGWM
1021
ICA Group Wealth Management
Colorado
$6.68K +$6.22K +360 New
MIM
1022
Macroview Investment Management
Maryland
$6.29K – – –
CMA
1023
Cedar Mountain Advisors
Oregon
$5.88K +$52 +3 +1%
HT
1024
Headlands Technologies
Illinois
$3.79K +$3.52K +204 New
DAM
1025
Delta Asset Management
Tennessee
$3.7K – – –
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