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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1026
Echo45 Advisors
California
$346K – – –
CA
1027
Claris Advisors
Missouri
$345K +$868 +31 +0.3%
OIS
1028
OneAscent Investment Solutions
Alabama
$345K +$334K +11,914 New
KL
1029
KWMG LLC
Kansas
$344K +$14.5K +517 +5%
AWM
1030
Arista Wealth Management
Nevada
$343K – – –
TH
1031
Team Hewins
California
$340K -$211K -7,535 -39%
ACM
1032
Advisors Capital Management
New Jersey
$340K -$37.9K -1,353 -10%
MFF
1033
Michels Family Financial
Texas
$340K +$784 +28 +0.2%
FI
1034
FinArc Investments
Massachusetts
$340K -$138K -4,947 -30%
VWM
1035
Venturi Wealth Management
Texas
$339K -$13.5K -482 -4%
QCM
1036
QRG Capital Management
Illinois
$338K +$326K +11,657 New
NFG
1037
Nations Financial Group
Iowa
$336K +$6.19K +221 +2%
PC
1038
Prairiewood Capital
North Dakota
$336K +$11K +392 +4%
FOR
1039
Family Office Research
Maryland
$334K +$323K +11,534 New
CF
1040
Carter Financial
California
$333K – – –
MSWMA
1041
Market Street Wealth Management Advisors
Indiana
$332K – – –
BBHC
1042
Brown Brothers Harriman & Co
New York
$330K +$314K +11,230 +6,239%
RAM
1043
Robinhood Asset Management
California
$330K +$319K +11,409 New
BWA
1044
Beam Wealth Advisors
Louisiana
$329K +$25.4K +907 +9%
APW
1045
Aurora Private Wealth
New Jersey
$329K +$14.2K +507 +5%
PWM
1046
Paulson Wealth Management
Illinois
$329K – – –
GD
1047
Grandfield & Dodd
New York
$325K -$14.7K -525 -4%
VWM
1048
Vigilare Wealth Management
Arizona
$322K +$11.6K +414 +4%
WS
1049
Wedbush Securities
California
$321K -$85.9K -3,069 -22%
IFS
1050
Ifrah Financial Services
Arkansas
$320K +$5.88K +210 +2%
40 41
42
43 44