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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
1001
Sentinel Pension Advisors
Massachusetts
$218K – – –
NCM
1002
Noesis Capital Mangement
Florida
$217K – – –
SI
1003
Stephens Inc
Arkansas
$217K – – –
SLA
1004
Silver Lake Advisory
Utah
$216K +$8.69K +382 +4%
TWM
1005
Trevian Wealth Management
Massachusetts
$216K – – –
SQA
1006
Simon Quick Advisors
New Jersey
$216K – – –
FIA
1007
FPC Investment Advisory
California
$214K – – –
QWM
1008
Quadcap Wealth Management
Texas
$214K +$205 +9 +0.1%
BWA
1009
Babb Wealth Advisors
Arizona
$214K -$61.4K -2,700 -21%
SXL
1010
Summit X LLC
Missouri
$214K -$7.92K -348 -3%
AIA
1011
Accelerate Investment Advisors
California
$213K +$225K +9,904 New
4WM
1012
49 Wealth Management
Texas
$212K -$28.4K -1,249 -11%
KL
1013
KilterHowling LLC
Colorado
$210K +$660 +29 +0.3%
AWM
1014
Abound Wealth Management
Tennessee
$209K +$1.21K +53 +0.6%
GWANC
1015
Guardian Wealth Advisors (North Carolina)
North Carolina
$208K +$341 +15 +0.2%
DSA
1016
Droms Strauss Advisors
Missouri
$207K +$682 +30 +0.3%
SFP
1017
Sterling Financial Planning
New Jersey
$207K +$682 +30 +0.3%
OWP
1018
Obermeyer Wealth Partners
Colorado
$207K +$218K +9,600 New
ACM
1019
Aspen Capital Management
Idaho
$206K +$218K +9,568 New
RP
1020
Riverwater Partners
Wisconsin
$206K +$2.21K +97 +1%
RSC
1021
Red Spruce Capital
Pennsylvania
$205K – – –
TF
1022
Trek Financial
Arizona
$202K +$5.25K +231 +3%
WCP
1023
Wick Capital Partners
Pennsylvania
$201K -$2.59K -114 -1%
AWAG
1024
ARS Wealth Advisors Group
Florida
$201K +$660 +29 +0.3%
CW
1025
CreativeOne Wealth
Kansas
$201K +$3.14K +138 +2%
39 40
41
42 43