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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1051
PGIM Custom Harvest
New Jersey
$224K +$215K +8,695 New
CFG
1052
Citizens Financial Group
Rhode Island
$223K -$295K -11,921 -58%
TFS
1053
Thoroughbred Financial Services
Tennessee
$223K -$27.5K -1,112 -11%
CFS
1054
Coordinated Financial Services
Colorado
$222K +$297 +12 +0.1%
CFA
1055
CWS Financial Advisors
Michigan
$221K – – –
CPCM
1056
Cardinal Point Capital Management
Ontario, Canada
$220K -$5.17M -209,011 -96%
1CP
1057
17 Capital Partners
Arizona
$220K – – –
NWP
1058
NerdWallet Wealth Partners
New York
$220K +$212K +8,546 New
AWA
1059
Archvest Wealth Advisors
California
$220K +$619 +25 +0.3%
WW
1060
Westshore Wealth
California
$218K +$495 +20 +0.2%
NFA
1061
Northwest Financial Advisors
Virginia
$214K +$206K +8,332 New
SM
1062
Sensible Money
Arizona
$214K +$206K +8,323 New
VBFP
1063
Valtinson Bruner Financial Planning
Minnesota
$213K -$113K -4,573 -36%
OSNBOA
1064
Old Second National Bank of Aurora
Illinois
$212K – – –
MI
1065
Moneywise Inc
Virginia
$211K +$203K +8,193 New
QCMNJ
1066
Quantum Capital Management (New Jersey)
New Jersey
$210K -$2.85K -115 -1%
FAI
1067
Fiduciary Advisors Inc
Missouri
$209K +$569 +23 +0.3%
BWP
1068
Balboa Wealth Partners
Arizona
$209K +$201K +8,128 New
RCM
1069
RMR Capital Management
California
$208K +$200K +8,088 New
CMP
1070
Courage Miller Partners
Virginia
$208K +$200K +8,075 New
LWM
1071
Lyell Wealth Management
California
$207K +$199K +8,056 New
BIM
1072
Bridges Investment Management
Nebraska
$206K +$198K +8,008 New
VA
1073
Vident Advisory
Georgia
$205K +$198K +7,986 New
PPA
1074
Pacific Point Advisors
California
$205K +$197K +7,972 New
AG
1075
AmeriFlex Group
Nevada
$204K +$197K +7,950 New
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