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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1051
Richardson Capital Management
Wisconsin
$124K -$44.4K -1,946 -26%
CWC
1052
Carolinas Wealth Consulting
North Carolina
$123K +$4.36K +191 +4%
AG
1053
AmeriFlex Group
Nevada
$121K +$118K +5,175 New
RWM
1054
Raffa Wealth Management
District of Columbia
$119K -$594 -26 -0.5%
BSB
1055
Bangor Savings Bank
Maine
$114K +$434 +19 +0.4%
NRC
1056
New Republic Capital
North Carolina
$113K +$103K +4,500 +938%
VWM
1057
Venturi Wealth Management
Texas
$111K – – –
EA
1058
Evolution Advisers
Virginia
$109K +$6.26K +274 +6%
UCB
1059
United Community Bank
South Carolina
$109K +$110K +4,800 New
BF
1060
BOK Financial
Oklahoma
$108K -$59.3K -2,595 -35%
PGAM
1061
Princeton Global Asset Management
New Jersey
$101K – – –
SMA
1062
Sage Mountain Advisors
Georgia
$100K +$96.2K +4,212 +1,977%
WWA
1063
Wingate Wealth Advisors
Massachusetts
$96.2K +$96.8K +4,236 New
ME
1064
McIlrath & Eck
Washington
$96K – – –
FLP
1065
Financial Life Planners
Arizona
$93.9K +$94.5K +4,139 New
CAM
1066
Creekmur Asset Management
Illinois
$87.8K -$822 -36 -0.9%
MA
1067
Montag & Associates
Georgia
$85.7K +$320 +14 +0.4%
CFGS
1068
Concourse Financial Group Securities
Alabama
$84.2K – – –
EWA
1069
Elevate Wealth Advisory
Georgia
$79K -$16.9K -741 -18%
MSWA
1070
Marshall & Sterling Wealth Advisors
New York
$73.8K +$74.3K +3,253 New
SIS
1071
Strategic Investment Solutions
Illinois
$73.8K +$8.15K +357 +15%
LWANC
1072
Laurel Wealth Advisors (North Carolina)
North Carolina
$72K +$12.5K +549 +21%
HFS
1073
Hantz Financial Services
Michigan
$71K +$251 +11 +0.4%
RF
1074
Roxbury Financial
New Jersey
$69.7K +$67.8K +2,968 New
PP
1075
Pacifica Partners
Canada
$68K – – –
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