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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
1026
Team Hewins
California
$340K -$211K -7,535 -39%
ACM
1027
Advisors Capital Management
New Jersey
$340K -$37.9K -1,353 -10%
MFF
1028
Michels Family Financial
Texas
$340K +$784 +28 +0.2%
FI
1029
FinArc Investments
Massachusetts
$340K -$138K -4,947 -30%
VWM
1030
Venturi Wealth Management
Texas
$339K -$13.5K -482 -4%
QCM
1031
QRG Capital Management
Illinois
$338K +$326K +11,657 New
NFG
1032
Nations Financial Group
Iowa
$336K +$6.19K +221 +2%
PC
1033
Prairiewood Capital
North Dakota
$336K +$11K +392 +4%
FOR
1034
Family Office Research
Maryland
$334K +$323K +11,534 New
CF
1035
Carter Financial
California
$333K – – –
MSWMA
1036
Market Street Wealth Management Advisors
Indiana
$332K – – –
BBHC
1037
Brown Brothers Harriman & Co
New York
$330K +$314K +11,230 +6,239%
RAM
1038
Robinhood Asset Management
California
$330K +$319K +11,409 New
BWA
1039
Beam Wealth Advisors
Louisiana
$329K +$25.4K +907 +9%
APW
1040
Aurora Private Wealth
New Jersey
$329K +$14.2K +507 +5%
PWM
1041
Paulson Wealth Management
Illinois
$329K – – –
GD
1042
Grandfield & Dodd
New York
$325K -$14.7K -525 -4%
VWM
1043
Vigilare Wealth Management
Arizona
$322K +$11.6K +414 +4%
WS
1044
Wedbush Securities
California
$321K -$85.9K -3,069 -22%
IFS
1045
Ifrah Financial Services
Arkansas
$320K +$5.88K +210 +2%
MT
1046
Midwest Trust
Kansas
$319K -$24.1K -861 -7%
PK
1047
Pflug Koory
Nebraska
$317K +$196 +7 +0.1%
STFP
1048
Signal Tree Financial Partners
Ohio
$316K +$43.8K +1,566 +17%
VAMG
1049
Voisard Asset Management Group
Michigan
$313K -$7.87K -281 -3%
BWP
1050
Baldwin Wealth Partners
Massachusetts
$311K – – –
40 41
42
43 44