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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
1076
FSB Premier Wealth Management
Iowa
$204K +$196K +7,934 New
MHFA
1077
Mission Hills Financial Advisory
California
$202K +$195K +7,875 New
WIA
1078
Wetzel Investment Advisors
Indiana
$201K +$193K +7,800 New
PWP
1079
Prasad Wealth Partners
Ohio
$200K +$193K +7,798 New
BFO
1080
Biltmore Family Office
North Carolina
$193K +$19.1K +771 +11%
MFT
1081
Moisand Fitzgerald Tamayo
Florida
$193K -$24.5K -988 -12%
BF
1082
BOK Financial
Oklahoma
$189K – – –
T
1083
Tidemark
California
$184K +$50 +2 +0%
FF
1084
Friedenthal Financial
New Jersey
$184K +$2.5K +101 +1%
PGAM
1085
Princeton Global Asset Management
New Jersey
$181K +$58.9K +2,381 +51%
PCFFS
1086
Pacific Center for Financial Services
California
$178K +$1.19K +48 +0.7%
TAM
1087
Tucker Asset Management
Colorado
$165K +$48.5K +1,958 +44%
SMA
1088
Sage Mountain Advisors
Georgia
$160K +$1.98K +80 +1%
TH
1089
TCTC Holdings
Texas
$159K – – –
HCM
1090
Hollencrest Capital Management
California
$156K – – –
PFSC
1091
Peoples Financial Services Corp
Pennsylvania
$154K – – –
PCA
1092
Providence Capital Advisors
North Carolina
$151K – – –
RCM
1093
Richardson Capital Management
Wisconsin
$147K +$5.37K +217 +4%
HHGA
1094
Halbert Hargrove Global Advisors
California
$146K – – –
RWM
1095
Raffa Wealth Management
District of Columbia
$135K – – –
CTC
1096
Central Trust Company
Missouri
$128K – – –
BSB
1097
Bangor Savings Bank
Maine
$128K -$1.26K -51 -1%
ME
1098
McIlrath & Eck
Washington
$115K – – –
WT
1099
Whittier Trust
California
$108K – – –
IRC
1100
Investors Research Corp
Georgia
$107K -$28.8K -1,162 -22%
42 43
44
45 46