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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1026
FPC Investment Advisory
California
$272K – – –
IFS
1027
Ifrah Financial Services
Arkansas
$272K +$16K +609 +6%
RF
1028
Rossby Financial
Florida
$272K – – –
TF
1029
Trek Financial
Arizona
$271K +$17K +648 +6%
BWM
1030
BlackDiamond Wealth Management
New York
$271K +$283K +10,803 New
BWP
1031
Baldwin Wealth Partners
Massachusetts
$270K -$26 -1 -0%
VWM
1032
Vigilare Wealth Management
Arizona
$269K – – –
CPSAC
1033
Chas P. Smith & Associates (CPS)
Florida
$268K – – –
BWS
1034
Broadway Wealth Solutions
Texas
$267K +$279K +10,633 New
VWA
1035
VERITY Wealth Advisors
United States
$267K -$1.19M -45,468 -81%
OCM
1036
Orion Capital Management
California
$265K +$866 +33 +0.3%
CAM
1037
Councilmark Asset Management
Tennessee
$264K – – –
BWA
1038
Beam Wealth Advisors
Louisiana
$262K +$274K +10,456 New
EFG
1039
Everest Financial Group
Minnesota
$262K +$274K +10,444 New
PCI
1040
Planning Center Inc
Illinois
$262K -$38.1K -1,453 -12%
AFP
1041
ATLas Financial Planning
Georgia
$262K +$446 +17 +0.2%
NF
1042
Napier Financial
Massachusetts
$262K – – –
TAM
1043
Titleist Asset Management
Texas
$261K +$787 +30 +0.3%
QPWM
1044
Quadrant Private Wealth Management
Pennsylvania
$260K -$735 -28 -0.3%
PG
1045
Patten Group
Tennessee
$260K -$813 -31 -0.3%
PP
1046
Patten & Patten
Tennessee
$259K -$14.4K -550 -5%
AA
1047
Auxano Advisors
Washington
$258K – – –
QFPS
1048
Quantum Financial Planning Services
Washington
$258K +$866 +33 +0.3%
TCM
1049
Telos Capital Management
California
$257K – – –
NA
1050
Nordwand Advisors
Pennsylvania
$256K – – –
40 41
42
43 44