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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
1076
DB Fitzpatrick & Co
Idaho
$300K +$4.96K +177 +2%
QFPS
1077
Quantum Financial Planning Services
Washington
$298K +$644 +23 +0.2%
AA
1078
Auxano Advisors
Washington
$297K – – –
PW
1079
PUREfi Wealth
Massachusetts
$297K -$42K -1,500 -13%
TCM
1080
Telos Capital Management
California
$296K – – –
SCTC
1081
Sanibel Captiva Trust Company
Florida
$296K -$41.3K -1,475 -13%
MA
1082
MJP Associates
Connecticut
$296K +$140 +5 +0%
NA
1083
Nordwand Advisors
Pennsylvania
$295K – – –
HA
1084
HC Advisors
Georgia
$295K – – –
SWM
1085
Spire Wealth Management
Virginia
$295K +$5.68K +203 +2%
BPWM
1086
Badgley Phelps Wealth Managers
Washington
$295K -$19K -677 -6%
W
1087
Wealthquest
Ohio
$295K -$28 -1 -0%
5W
1088
5T Wealth
California
$293K -$56.8K -2,028 -17%
WMN
1089
Wealth Management Nebraska
Nebraska
$292K +$283K +10,100 New
BFWM
1090
Bright Futures Wealth Management
New York
$292K +$728 +26 +0.3%
SI
1091
Stephens Inc
Arkansas
$292K – – –
OAM
1092
Occidental Asset Management
California
$291K +$5.04K +180 +2%
PFA
1093
Portland Financial Advisors
New York
$291K +$281K +10,046 New
FLPIM
1094
F.L. Putnam Investment Management
Massachusetts
$289K +$15.4K +549 +6%
CFIA
1095
Cantor Fitzgerald Investment Advisors
New York
$288K +$224 +8 +0.1%
UB
1096
UMB Bank
Missouri
$287K – – –
RA
1097
Ruggaard & Associates
Ohio
$286K -$56 -2 -0%
CHWM
1098
Cauble & Harre Wealth Management
Missouri
$286K +$476 +17 +0.2%
AWAG
1099
ARS Wealth Advisors Group
Florida
$286K +$700 +25 +0.3%
LFAS
1100
Level Four Advisory Services
Texas
$284K +$274K +9,800 New
42 43
44
45 46