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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1026
Wedgewood Investors
Pennsylvania
$238K +$4.83K +195 +2%
BFS
1027
BridgePort Financial Solutions
Iowa
$237K – – –
JWM
1028
Jackson Wealth Management
Florida
$236K – – –
SCM
1029
Schnieders Capital Management
California
$235K – – –
ACI
1030
Alpha Cubed Investments
California
$235K – – –
VF
1031
Vawter Financial
Ohio
$235K +$226K +9,123 New
RRA
1032
Round Rock Advisors
Connecticut
$234K +$322 +13 +0.1%
NEPWA
1033
New England Private Wealth Advisors
Massachusetts
$232K +$7.8K +315 +4%
SIAP
1034
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K – – –
DAC
1035
Dividend Assets Capital
South Carolina
$231K – – –
RF
1036
Robinswood Financial
Washington
$231K -$2K -81 -0.9%
AGC
1037
Aspen Grove Capital
Colorado
$230K +$149 +6 +0.1%
CWM
1038
Connecticut Wealth Management
Connecticut
$230K – – –
GWS
1039
Glassman Wealth Services
Virginia
$229K -$196K -7,936 -47%
AIM
1040
Aurora Investment Managers
Florida
$229K -$99 -4 -0%
PCM
1041
Pennsylvania Capital Management
Pennsylvania
$229K +$3.79K +153 +2%
FWP
1042
Falcon Wealth Planning
California
$229K +$220K +8,902 New
BCM
1043
Becker Capital Management
Oregon
$227K – – –
WPIC
1044
White Pine Investment Company
Michigan
$227K -$4.08K -165 -2%
RC
1045
Randolph Company
Ohio
$227K +$218K +8,813 New
AIA
1046
Armor Investment Advisors
North Carolina
$226K – – –
KL
1047
KWMG LLC
Kansas
$226K +$217K +8,772 New
SIC
1048
SJS Investment Consulting
Ohio
$225K -$6.19K -250 -3%
AIA
1049
Accelerate Investment Advisors
California
$225K +$2.28K +92 +1%
BAMG
1050
Brand Asset Management Group
Missouri
$224K -$6.11K -247 -3%
40 41
42
43 44