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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1051
Aurora Investment Managers
Florida
$212K +$196K +8,910 New
BCM
1052
Becker Capital Management
Oregon
$211K +$195K +8,840 New
SAW
1053
Signal Advisors Wealth
Michigan
$209K +$194K +8,790 New
AIA
1054
Armor Investment Advisors
North Carolina
$209K +$44 +2 +0%
PCM
1055
Pennsylvania Capital Management
Pennsylvania
$209K +$193K +8,753 New
AIA
1056
Accelerate Investment Advisors
California
$206K -$27.7K -1,258 -13%
CFS
1057
Coordinated Financial Services
Colorado
$205K +$190K +8,612 New
CFA
1058
CWS Financial Advisors
Michigan
$204K +$189K +8,580 New
CWMK
1059
Caliber Wealth Management (Kansas)
Kansas
$204K +$189K +8,575 New
1CP
1060
17 Capital Partners
Arizona
$204K +$188K +8,547 New
AWA
1061
Archvest Wealth Advisors
California
$203K +$188K +8,517 New
FYW
1062
Future You Wealth
New York
$203K +$188K +8,516 New
MFT
1063
Moisand Fitzgerald Tamayo
Florida
$202K -$13.9K -631 -7%
WW
1064
Westshore Wealth
California
$202K +$186K +8,457 New
RMF
1065
Red Mountain Financial
Colorado
$201K +$186K +8,454 New
QCMNJ
1066
Quantum Capital Management (New Jersey)
New Jersey
$197K -$4.87K -221 -3%
OSNBOA
1067
Old Second National Bank of Aurora
Illinois
$197K – – –
FAI
1068
Fiduciary Advisors Inc
Missouri
$193K +$179K +8,110 New
CWM
1069
Crowley Wealth Management
Delaware
$192K +$177K +8,050 New
BF
1070
BOK Financial
Oklahoma
$176K – – –
PS
1071
Principal Securities
Iowa
$175K +$109K +4,942 +205%
T
1072
Tidemark
California
$171K +$44 +2 +0%
FF
1073
Friedenthal Financial
New Jersey
$168K +$969 +44 +0.6%
EWA
1074
EverSource Wealth Advisors
Alabama
$167K – – –
PCFFS
1075
Pacific Center for Financial Services
California
$164K +$2K +91 +1%
41 42
43
44 45