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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1101
Obermeyer Wealth Partners
Colorado
$278K – – –
AIMC
1102
Alley Investment Management Company
Illinois
$277K – – –
CWS
1103
Cypress Wealth Services
California
$277K -$15K -537 -5%
NEPWA
1104
New England Private Wealth Advisors
Massachusetts
$276K +$17.3K +617 +7%
KP
1105
Keel Point
Alabama
$276K +$267K +9,520 New
RSC
1106
Red Spruce Capital
Pennsylvania
$275K – – –
B
1107
BetterWealth
California
$274K – – –
VF
1108
Vawter Financial
Ohio
$273K +$11.9K +425 +5%
GCM
1109
Glaxis Capital Management
Florida
$271K – – –
WCP
1110
Wick Capital Partners
Pennsylvania
$271K – – –
WI
1111
Wedgewood Investors
Pennsylvania
$270K +$448 +16 +0.2%
SIAP
1112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$267K – – –
AWM
1113
Act Wealth Management
Texas
$266K +$364 +13 +0.1%
RRA
1114
Round Rock Advisors
Connecticut
$265K +$308 +11 +0.1%
SCM
1115
Schnieders Capital Management
California
$265K – – –
FF
1116
Francis Financial
$261K +$253K +9,029 New
PP
1117
Patten & Patten
Tennessee
$261K -$36.4K -1,300 -13%
PCM
1118
Pennsylvania Capital Management
Pennsylvania
$260K +$14.4K +513 +6%
TVPW
1119
Third View Private Wealth
Connecticut
$260K +$251K +8,970 New
BAWC
1120
Boyce & Associates Wealth Consulting
Texas
$260K -$33.9K -1,212 -12%
AGC
1121
Aspen Grove Capital
Colorado
$260K +$196 +7 +0.1%
RP
1122
Riverwater Partners
Wisconsin
$260K -$14K -500 -5%
WTC
1123
WhitTier Trust Company
Nevada
$259K -$58.2K -2,078 -19%
AIM
1124
Aurora Investment Managers
Florida
$258K +$250K +8,918 New
PPA
1125
Pacific Point Advisors
California
$258K +$26.1K +931 +12%
43 44
45
46 47