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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MT
1051
Midwest Trust
Kansas
$319K -$24.1K -861 -7%
FI
1052
Financial Insights
Washington
$318K +$308K +10,995 New
PK
1053
Pflug Koory
Nebraska
$317K +$196 +7 +0.1%
STFP
1054
Signal Tree Financial Partners
Ohio
$316K +$43.8K +1,566 +17%
VAMG
1055
Voisard Asset Management Group
Michigan
$313K -$7.87K -281 -3%
BWP
1056
Baldwin Wealth Partners
Massachusetts
$311K – – –
CTA
1057
Clear Trail Advisors
Texas
$311K +$301K +10,741 New
RF
1058
Rossby Financial
Florida
$311K – – –
HA
1059
Helium Advisors
Washington
$308K +$298K +10,632 New
VWA
1060
VERITY Wealth Advisors
United States
$308K – – –
CPSAC
1061
Chas P. Smith & Associates (CPS)
Florida
$307K -$2.8K -100 -0.9%
BFG
1062
Bleakley Financial Group
New Jersey
$306K -$13.6K -484 -4%
OCM
1063
Orion Capital Management
California
$306K -$168 -6 -0.1%
SPA
1064
Sentinel Pension Advisors
Massachusetts
$306K -$18.1K -648 -6%
CAM
1065
Councilmark Asset Management
Tennessee
$304K – – –
EFG
1066
Everest Financial Group
Minnesota
$303K +$448 +16 +0.2%
AFP
1067
ATLas Financial Planning
Georgia
$302K +$420 +15 +0.1%
TAM
1068
Titleist Asset Management
Texas
$302K +$784 +28 +0.3%
PCI
1069
Planning Center Inc
Illinois
$302K – – –
NF
1070
Napier Financial
Massachusetts
$302K – – –
NCM
1071
Noesis Capital Mangement
Florida
$302K -$17.7K -631 -6%
AP
1072
Americana Partners
Texas
$301K +$291K +10,408 New
LWM
1073
Level Wealth Management
North Carolina
$301K -$71.8K -2,564 -20%
PG
1074
Patten Group
Tennessee
$300K – – –
NWP
1075
NerdWallet Wealth Partners
New York
$300K +$37.2K +1,329 +15%
41 42
43
44 45