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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAWC
1026
Boyce & Associates Wealth Consulting
Texas
$293K +$156 +6 +0.1%
GFP
1027
Guardian Financial Partners
California
$290K -$3.07K -118 -1%
VAMG
1028
Voisard Asset Management Group
Michigan
$289K +$2.97K +114 +1%
UCB
1029
United Community Bank
South Carolina
$288K +$30.6K +1,176 +12%
GA
1030
Goldstein Advisors
Wisconsin
$288K -$14.6K -562 -5%
PK
1031
Pflug Koory
Nebraska
$287K +$182 +7 +0.1%
CWS
1032
Cypress Wealth Services
California
$287K -$7.13K -274 -2%
PP
1033
Patten & Patten
Tennessee
$285K -$39.8K -1,530 -12%
CAMG
1034
CWA Asset Management Group
Florida
$283K +$281K +10,783 New
TH
1035
Team Hewins
California
$282K – – –
BWP
1036
Baldwin Wealth Partners
Massachusetts
$282K -$143K -5,509 -34%
RF
1037
Rossby Financial
Florida
$282K – – –
VWM
1038
Vigilare Wealth Management
Arizona
$281K – – –
CPSAC
1039
Chas P. Smith & Associates (CPS)
Florida
$280K +$278K +10,690 New
RYA
1040
Richard Young Associates
Georgia
$280K +$278K +10,660 New
PWM
1041
Prosperity Wealth Management
California
$278K +$11.7K +450 +4%
GT
1042
Glenview Trust
Kentucky
$277K +$275K +10,572 New
OCM
1043
Orion Capital Management
California
$276K – – –
KL
1044
KWMG LLC
Kansas
$276K +$45.5K +1,746 +20%
CAC
1045
Certified Advisory Corp
Florida
$275K +$182 +7 +0.1%
CAM
1046
Councilmark Asset Management
Tennessee
$275K – – –
MM
1047
Main Management
California
$275K -$19.1K -732 -7%
4WM
1048
49 Wealth Management
Texas
$274K +$14.5K +556 +6%
NF
1049
Napier Financial
Massachusetts
$274K +$271K +10,428 New
AFP
1050
ATLas Financial Planning
Georgia
$273K +$271K +10,413 New
40 41
42
43 44