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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1076
Nordwand Advisors
Pennsylvania
$295K – – –
HA
1077
HC Advisors
Georgia
$295K – – –
SWM
1078
Spire Wealth Management
Virginia
$295K +$5.68K +203 +2%
BPWM
1079
Badgley Phelps Wealth Managers
Washington
$295K -$19K -677 -6%
W
1080
Wealthquest
Ohio
$295K -$28 -1 -0%
5W
1081
5T Wealth
California
$293K -$56.8K -2,028 -17%
WMN
1082
Wealth Management Nebraska
Nebraska
$292K +$283K +10,100 New
BFWM
1083
Bright Futures Wealth Management
New York
$292K +$728 +26 +0.3%
SI
1084
Stephens Inc
Arkansas
$292K – – –
OAM
1085
Occidental Asset Management
California
$291K +$5.04K +180 +2%
PFA
1086
Portland Financial Advisors
New York
$291K +$281K +10,046 New
FLPIM
1087
F.L. Putnam Investment Management
Massachusetts
$289K +$15.4K +549 +6%
CFIA
1088
Cantor Fitzgerald Investment Advisors
New York
$288K +$224 +8 +0.1%
UB
1089
UMB Bank
Missouri
$287K – – –
RA
1090
Ruggaard & Associates
Ohio
$286K -$56 -2 -0%
CHWM
1091
Cauble & Harre Wealth Management
Missouri
$286K +$476 +17 +0.2%
AWAG
1092
ARS Wealth Advisors Group
Florida
$286K +$700 +25 +0.3%
LFAS
1093
Level Four Advisory Services
Texas
$284K +$274K +9,800 New
FIA
1094
FPC Investment Advisory
California
$284K – – –
KL
1095
KilterHowling LLC
Colorado
$283K -$490K -17,486 -64%
SFP
1096
Sterling Financial Planning
New Jersey
$282K +$700 +25 +0.3%
JBA
1097
Johnson Bixby & Associates
Washington
$282K +$11.2K +400 +4%
QWM
1098
Quadcap Wealth Management
Texas
$281K – – –
MM
1099
Main Management
California
$280K – – –
GFWA
1100
Grey Fox Wealth Advisors
Delaware
$279K +$28 +1 +0%
42 43
44
45 46