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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
1051
Investors Research Corp
Georgia
$114K -$26.8K -1,176 -18%
RWM
1052
Raffa Wealth Management
District of Columbia
$113K – – –
AG
1053
AmeriFlex Group
Nevada
$111K – – –
AWM
1054
Angeles Wealth Management
California
$108K +$52.6K +2,311 +85%
BSB
1055
Bangor Savings Bank
Maine
$108K – – –
CTC
1056
Central Trust Company
Missouri
$107K +$51.4K +2,260 +83%
UCB
1057
United Community Bank
South Carolina
$103K – – –
ME
1058
McIlrath & Eck
Washington
$96.5K +$5.73K +252 +6%
SMA
1059
Sage Mountain Advisors
Georgia
$95.3K – – –
PGAM
1060
Princeton Global Asset Management
New Jersey
$94.9K -$933 -41 -0.9%
WT
1061
Whittier Trust
California
$90.2K -$235K -10,347 -71%
CAM
1062
Creekmur Asset Management
Illinois
$82K -$1.36K -60 -2%
MA
1063
Montag & Associates
Georgia
$81.5K +$250 +11 +0.3%
BL
1064
BFSG LLC
California
$78.7K -$45.3K -1,990 -35%
GIA
1065
GHP Investment Advisors
Colorado
$74.6K +$78.8K +3,465 New
LWANC
1066
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.7K +$2.62K +115 +4%
MSWA
1067
Marshall & Sterling Wealth Advisors
New York
$70.1K +$45 +2 +0.1%
RF
1068
Roxbury Financial
New Jersey
$68.3K +$250 +11 +0.4%
PP
1069
Pacifica Partners
Canada
$62.1K – – –
EWA
1070
Elevate Wealth Advisory
Georgia
$58.2K -$17.7K -777 -22%
HRC
1071
Hoertkorn Richard Charles
$58.1K – – –
HWM
1072
HighMark Wealth Management
Minnesota
$55K +$182 +8 +0.3%
PS
1073
Principal Securities
Iowa
$54.8K – – –
3IP
1074
3Chopt Investment Partners
Virginia
$52.8K +$55.8K +2,454 New
FNWA
1075
Financial Network Wealth Advisors
Utah
$52.2K +$55.2K +2,425 New
41 42
43
44 45