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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1126
Aspen Capital Management
Idaho
$221K -$33.1K -1,272 -13%
SFG
1127
Strive Financial Group
Indiana
$220K +$218K +8,383 New
BLWM
1128
Bucket List Wealth Management
Florida
$219K +$218K +8,364 New
BCM
1129
Becker Capital Management
Oregon
$219K -$13K -500 -6%
SM
1130
Sensible Money
Arizona
$218K +$182 +7 +0.1%
VBFP
1131
Valtinson Bruner Financial Planning
Minnesota
$218K +$677 +26 +0.3%
AIA
1132
Accelerate Investment Advisors
California
$217K -$12.4K -477 -5%
OSNBOA
1133
Old Second National Bank of Aurora
Illinois
$216K – – –
RC
1134
Randolph Company
Ohio
$216K -$14.8K -569 -6%
WPIC
1135
White Pine Investment Company
Michigan
$216K -$15.6K -600 -7%
TAM
1136
Tucker Asset Management
Colorado
$215K +$46.9K +1,803 +28%
BIM
1137
Bridges Investment Management
Nebraska
$215K +$4.69K +180 +2%
MI
1138
Moneywise Inc
Virginia
$214K -$469 -18 -0.2%
PWM
1139
Parkway Wealth Management
Texas
$214K +$213K +8,172 New
FAI
1140
Fiduciary Advisors Inc
Missouri
$214K +$677 +26 +0.3%
BWP
1141
Balboa Wealth Partners
Arizona
$213K – – –
BAMG
1142
Brand Asset Management Group
Missouri
$213K -$15.8K -608 -7%
QCMNJ
1143
Quantum Capital Management (New Jersey)
New Jersey
$212K -$2.11K -81 -1%
RCM
1144
RMR Capital Management
California
$212K – – –
LWM
1145
Lyell Wealth Management
California
$211K – – –
CWM
1146
Cooke Wealth Management
California
$211K +$206K +7,899 New
PPA
1147
Pacific Point Advisors
California
$209K – – –
FPWM
1148
FSB Premier Wealth Management
Iowa
$209K +$625 +24 +0.3%
MHFA
1149
Mission Hills Financial Advisory
California
$208K +$989 +38 +0.5%
SG
1150
Sherry Group
Arkansas
$208K +$204K +7,848 New
44 45
46
47 48