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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1051
Clear Trail Advisors
Texas
$311K +$301K +10,741 New
RF
1052
Rossby Financial
Florida
$311K – – –
HA
1053
Helium Advisors
Washington
$308K +$298K +10,632 New
VWA
1054
VERITY Wealth Advisors
United States
$308K – – –
BFG
1055
Bleakley Financial Group
New Jersey
$306K -$13.6K -484 -4%
OCM
1056
Orion Capital Management
California
$306K -$168 -6 -0.1%
SPA
1057
Sentinel Pension Advisors
Massachusetts
$306K -$18.1K -648 -6%
CAM
1058
Councilmark Asset Management
Tennessee
$304K – – –
EFG
1059
Everest Financial Group
Minnesota
$303K +$448 +16 +0.2%
AFP
1060
ATLas Financial Planning
Georgia
$302K +$420 +15 +0.1%
TAM
1061
Titleist Asset Management
Texas
$302K +$784 +28 +0.3%
PCI
1062
Planning Center Inc
Illinois
$302K – – –
NF
1063
Napier Financial
Massachusetts
$302K – – –
NCM
1064
Noesis Capital Mangement
Florida
$302K -$17.7K -631 -6%
AP
1065
Americana Partners
Texas
$301K +$291K +10,408 New
LWM
1066
Level Wealth Management
North Carolina
$301K -$71.8K -2,564 -20%
PG
1067
Patten Group
Tennessee
$300K – – –
NWP
1068
NerdWallet Wealth Partners
New York
$300K +$37.2K +1,329 +15%
DFC
1069
DB Fitzpatrick & Co
Idaho
$300K +$4.96K +177 +2%
QFPS
1070
Quantum Financial Planning Services
Washington
$298K +$644 +23 +0.2%
AA
1071
Auxano Advisors
Washington
$297K – – –
PW
1072
PUREfi Wealth
Massachusetts
$297K -$42K -1,500 -13%
TCM
1073
Telos Capital Management
California
$296K – – –
SCTC
1074
Sanibel Captiva Trust Company
Florida
$296K -$41.3K -1,475 -13%
MA
1075
MJP Associates
Connecticut
$296K +$140 +5 +0%
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