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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1101
FPC Investment Advisory
California
$284K – – –
KL
1102
KilterHowling LLC
Colorado
$283K -$490K -17,486 -64%
SFP
1103
Sterling Financial Planning
New Jersey
$282K +$700 +25 +0.3%
JBA
1104
Johnson Bixby & Associates
Washington
$282K +$11.2K +400 +4%
QWM
1105
Quadcap Wealth Management
Texas
$281K – – –
MM
1106
Main Management
California
$280K – – –
GFWA
1107
Grey Fox Wealth Advisors
Delaware
$279K +$28 +1 +0%
OWP
1108
Obermeyer Wealth Partners
Colorado
$278K – – –
AIMC
1109
Alley Investment Management Company
Illinois
$277K – – –
CWS
1110
Cypress Wealth Services
California
$277K -$15K -537 -5%
NEPWA
1111
New England Private Wealth Advisors
Massachusetts
$276K +$17.3K +617 +7%
KP
1112
Keel Point
Alabama
$276K +$267K +9,520 New
RSC
1113
Red Spruce Capital
Pennsylvania
$275K – – –
B
1114
BetterWealth
California
$274K – – –
VF
1115
Vawter Financial
Ohio
$273K +$11.9K +425 +5%
GCM
1116
Glaxis Capital Management
Florida
$271K – – –
WCP
1117
Wick Capital Partners
Pennsylvania
$271K – – –
WI
1118
Wedgewood Investors
Pennsylvania
$270K +$448 +16 +0.2%
SIAP
1119
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$267K – – –
AWM
1120
Act Wealth Management
Texas
$266K +$364 +13 +0.1%
RRA
1121
Round Rock Advisors
Connecticut
$265K +$308 +11 +0.1%
SCM
1122
Schnieders Capital Management
California
$265K – – –
FF
1123
Francis Financial
$261K +$253K +9,029 New
PP
1124
Patten & Patten
Tennessee
$261K -$36.4K -1,300 -13%
PCM
1125
Pennsylvania Capital Management
Pennsylvania
$260K +$14.4K +513 +6%
43 44
45
46 47