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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1051
Telos Capital Management
California
$257K – – –
NA
1052
Nordwand Advisors
Pennsylvania
$256K – – –
MA
1053
MJP Associates
Connecticut
$256K +$157 +6 +0.1%
HA
1054
HC Advisors
Georgia
$256K – – –
BAWC
1055
Boyce & Associates Wealth Consulting
Texas
$256K -$25.7K -979 -9%
W
1056
Wealthquest
Ohio
$255K -$31.2K -1,189 -10%
FC
1057
Farringdon Capital
United Kingdom
$255K +$267K +10,169 New
DFC
1058
DB Fitzpatrick & Co
Idaho
$255K +$9.11K +347 +4%
CWS
1059
Cypress Wealth Services
California
$253K -$22.2K -845 -8%
SI
1060
Stephens Inc
Arkansas
$253K – – –
BFWM
1061
Bright Futures Wealth Management
New York
$253K +$735 +28 +0.3%
SWM
1062
Spire Wealth Management
Virginia
$250K +$7.06K +269 +3%
LWM
1063
Liberty Wealth Management
California
$250K -$159K -6,053 -38%
CFIA
1064
Cantor Fitzgerald Investment Advisors
New York
$250K -$236 -9 -0.1%
UB
1065
UMB Bank
Missouri
$248K – – –
RA
1066
Ruggaard & Associates
Ohio
$248K -$9.84K -375 -4%
OAM
1067
Occidental Asset Management
California
$248K – – –
AWAG
1068
ARS Wealth Advisors Group
Florida
$247K +$761 +29 +0.3%
PI
1069
Pachira Investments
California
$246K -$892 -34 -0.3%
SFP
1070
Sterling Financial Planning
New Jersey
$244K +$735 +28 +0.3%
QWM
1071
Quadcap Wealth Management
Texas
$244K -$997 -38 -0.4%
4WM
1072
49 Wealth Management
Texas
$243K -$20.5K -781 -7%
MM
1073
Main Management
California
$242K -$21.7K -828 -8%
DSA
1074
Droms Strauss Advisors
Missouri
$242K – – –
GFWA
1075
Grey Fox Wealth Advisors
Delaware
$241K +$252K +9,620 New
41 42
43
44 45