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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1101
Quent Capital
New York
$106K +$102K +4,125 New
AAS
1102
Ameritas Advisory Services
Nebraska
$105K -$210K -8,478 -67%
PP
1103
Pacifica Partners
Canada
$103K – – –
MA
1104
Montag & Associates
Georgia
$99.2K +$272 +11 +0.3%
CAM
1105
Creekmur Asset Management
Illinois
$96.5K -$916 -37 -1%
MSWA
1106
Marshall & Sterling Wealth Advisors
New York
$82.8K -$916 -37 -1%
CPG
1107
Cornerstone Planning Group
New Jersey
$82.7K -$356K -14,402 -82%
SWP
1108
SIMA Wealth Partners
Virginia
$80.9K +$16.5K +666 +27%
SIS
1109
Strategic Investment Solutions
Illinois
$80.7K +$13K +524 +20%
KFA
1110
Kelleher Financial Advisors
New York
$80.1K +$77.1K +3,114 New
RF
1111
Roxbury Financial
New Jersey
$77.2K +$149 +6 +0.2%
GGI
1112
Godsey & Gibb Inc
Virginia
$74.4K – – –
GIA
1113
GHP Investment Advisors
Colorado
$74.3K -$14.2K -574 -17%
FFA
1114
Frazier Financial Advisors
Ohio
$70.9K – – –
GEA
1115
Glen Eagle Advisors
New Jersey
$70.6K +$17.3K +700 +34%
EWA
1116
Elevate Wealth Advisory
Georgia
$69.5K – – –
GKIM
1117
GW&K Investment Management
Massachusetts
$69K +$66.4K +2,681 New
PAM
1118
Palisade Asset Management
Minnesota
$67.7K +$65.2K +2,634 New
HWM
1119
HighMark Wealth Management
Minnesota
$66K +$173 +7 +0.3%
HRC
1120
Hoertkorn Richard Charles
$63.8K – – –
FNWA
1121
Financial Network Wealth Advisors
Utah
$62.7K +$173 +7 +0.3%
JFA
1122
JNBA Financial Advisors
Minnesota
$61.9K – – –
BIA
1123
Bell Investment Advisors
California
$60.7K +$5.15K +208 +10%
GSWM
1124
Golden State Wealth Management
California
$59.2K +$322 +13 +0.6%
BL
1125
BFSG LLC
California
$58.5K -$34.4K -1,391 -38%
43 44
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