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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1051
Quadrant Private Wealth Management
Pennsylvania
$272K – – –
PG
1052
Patten Group
Tennessee
$272K +$270K +10,377 New
TAM
1053
Titleist Asset Management
Texas
$272K +$270K +10,376 New
AWM
1054
Austin Wealth Management
Texas
$271K -$234 -9 -0.1%
AA
1055
Auxano Advisors
Washington
$269K – – –
RA
1056
Ruggaard & Associates
Ohio
$269K – – –
MYIA
1057
Mount Yale Investment Advisors
Colorado
$269K -$856K -32,872 -76%
VAS
1058
Vestmark Advisory Solutions
Massachusetts
$269K -$856K -32,872 -76%
TCM
1059
Telos Capital Management
California
$268K +$266K +10,234 New
SCTC
1060
Sanibel Captiva Trust Company
Florida
$268K – – –
QFPS
1061
Quantum Financial Planning Services
Washington
$268K +$833 +32 +0.3%
IFS
1062
Ifrah Financial Services
Arkansas
$268K -$13.1K -503 -5%
NA
1063
Nordwand Advisors
Pennsylvania
$268K – – –
MA
1064
MJP Associates
Connecticut
$267K +$182 +7 +0.1%
HA
1065
HC Advisors
Georgia
$267K – – –
TF
1066
Trek Financial
Arizona
$266K +$4.48K +172 +2%
SI
1067
Stephens Inc
Arkansas
$264K – – –
BFWM
1068
Bright Futures Wealth Management
New York
$263K +$833 +32 +0.3%
TWA
1069
Tandem Wealth Advisors
Arizona
$263K +$261K +10,021 New
SEM
1070
Strategic Equity Management
Arizona
$262K -$54.4K -2,090 -17%
CFIA
1071
Cantor Fitzgerald Investment Advisors
New York
$261K -$5.65K -217 -2%
AIMC
1072
Alley Investment Management Company
Illinois
$261K – – –
UB
1073
UMB Bank
Missouri
$260K -$98.9K -3,800 -28%
SFC
1074
Strategic Financial Concepts
Texas
$259K -$7.16M -274,892 -97%
OAM
1075
Occidental Asset Management
California
$259K +$10.4K +400 +4%
41 42
43
44 45