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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1101
Wealth Preservation Advisors
Tennessee
$29.7K +$31.4K +1,380 New
MEG
1102
Millstone Evans Group
Colorado
$29.1K +$773 +34 +3%
GFPC
1103
Global Financial Private Client
Florida
$28.7K – – –
AFG
1104
Albion Financial Group
Utah
$27.1K – – –
JGIA
1105
Jackson Grant Investment Advisers
Connecticut
$27K +$91 +4 +0.3%
BCMLT
1106
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.3K +$91 +4 +0.3%
CFD
1107
Creative Financial Designs
Indiana
$25.8K -$15.1K -665 -36%
PWAM
1108
Private Wealth Asset Management
Iowa
$25.8K +$27.3K +1,200 New
WAG
1109
Wiser Advisor Group
Arizona
$25.4K +$68 +3 +0.3%
TAM
1110
Tucker Asset Management
Colorado
$25.1K +$1.64K +72 +7%
AGWCA
1111
Annis Gardner Whiting Capital Advisors
Florida
$25.1K +$26.5K +1,164 New
MCA
1112
Maryland Capital Advisors
Maryland
$25K – – –
BCM
1113
Blume Capital Management
California
$23.9K +$23 +1 +0.1%
PC
1114
Promus Capital
Illinois
$23.8K – – –
SIM
1115
Studio Investment Management
Illinois
$23.5K – – –
RIL
1116
Rothschild Investment LLC
Illinois
$22K – – –
LC
1117
Lindbrook Capital
California
$21.2K – – –
SIM
1118
Synergy Investment Management
Florida
$20.7K – – –
OW
1119
Olistico Wealth
Oklahoma
$19.1K -$23 -1 -0.1%
TFM
1120
TFC Financial Management
Massachusetts
$17.6K – – –
BHWM
1121
Beaird Harris Wealth Management
Texas
$16.1K – – –
RF
1122
Robbins Farley
New Hampshire
$15.8K -$23 -1 -0.1%
FP
1123
Financial Perspectives
Minnesota
$15.4K +$45 +2 +0.3%
EA
1124
Evolution Advisers
Virginia
$14K -$94.9K -4,171 -86%
KFI
1125
Key Financial Inc
Pennsylvania
$13.6K – – –
43 44
45
46 47