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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1126
Key Financial Inc
Pennsylvania
$13.6K – – –
IF
1127
Integrity Financial
Wyoming
$13.5K – – –
CW
1128
Curio Wealth
Maryland
$12.9K -$12.9K -566 -100%
APW
1129
Aventura Private Wealth
Florida
$12.3K +$13K +570 New
WT
1130
Washington Trust
Rhode Island
$12.1K – – –
AA
1131
Addison Advisors
Vermont
$12.1K +$6.55K +288 +104%
BWM
1132
Bernard Wealth Management
Michigan
$11.6K – – –
HI
1133
Hoey Investments
Pennsylvania
$11.4K – – –
AW
1134
Avion Wealth
Texas
$11K – – –
GWSA
1135
Global Wealth Strategies & Associates
Colorado
$10.8K -$12.9K -565 -53%
RCM
1136
Raleigh Capital Management
North Carolina
$10.8K -$2.23K -98 -16%
WWM
1137
Wolff Wiese Magana
California
$10.6K – – –
OIA
1138
Optimum Investment Advisors
Illinois
$10.5K – – –
GWSG
1139
GPS Wealth Strategies Group
Colorado
$9.69K – – –
BAM
1140
Bellevue Asset Management
Washington
$9.04K – – –
MIM
1141
MTM Investment Management
South Carolina
$8.69K +$9.14K +402 New
PS
1142
Pinney & Scofield
Massachusetts
$8.29K +$23 +1 +0.3%
FFL
1143
Financial Freedom LLC
Ohio
$8.27K +$23 +1 +0.3%
PMIM
1144
Prudent Man Investment Management
Colorado
$8.04K – – –
PPA
1145
Painted Porch Advisors
California
$8.01K – – –
HCP
1146
Hexagon Capital Partners
Arkansas
$7.44K +$5.14K +226 +188%
IAG
1147
Innovative Advisory Group
Massachusetts
$7.36K – – –
TVWM
1148
Tower View Wealth Management
Wisconsin
$6.67K +$7.05K +310 New
T
1149
Transce3nd
Texas
$5.94K – – –
CJH
1150
Christopher J. Hasenberg
Wisconsin
$5.71K – – –
44 45
46
47 48