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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
1151
Valtinson Bruner Financial Planning
Minnesota
$242K +$616 +22 +0.3%
BCM
1152
Becker Capital Management
Oregon
$242K – – –
SCM
1153
SummitPoint Capital Management
Colorado
$241K +$233K +8,321 New
NAS
1154
NWF Advisory Services
California
$239K – – –
BAMG
1155
Brand Asset Management Group
Missouri
$238K +$392 +14 +0.2%
FAI
1156
Fiduciary Advisors Inc
Missouri
$238K +$588 +21 +0.3%
TBA
1157
Tower Bridge Advisors
Pennsylvania
$237K – – –
PWM
1158
Parkway Wealth Management
Texas
$237K – – –
VCM
1159
Virtue Capital Management
Tennessee
$234K -$99.2K -3,543 -30%
RCM
1160
RMR Capital Management
California
$234K – – –
LWM
1161
Lyell Wealth Management
California
$233K +$28 +1 +0%
PCG
1162
Prosperity Consulting Group
Maryland
$233K +$225K +8,043 New
BIM
1163
Bridges Investment Management
Nebraska
$232K -$12.1K -432 -5%
NPT
1164
National Philanthropic Trust
Pennsylvania
$232K +$224K +8,003 New
FPWM
1165
FSB Premier Wealth Management
Iowa
$231K +$223K +7,979 New
RF
1166
Robinswood Financial
Washington
$230K -$3.47K -124 -2%
ONB
1167
Old National Bancorp
Indiana
$229K +$221K +7,910 New
ELM
1168
Elite Life Management
Florida
$229K +$13.3K +474 +7%
TBC
1169
Ted Buchan & Co
California
$229K -$6.36K -227 -3%
MA
1170
Montag & Associates
Georgia
$229K +$84.3K +3,013 +62%
SIM
1171
Sims Investment Management
Ohio
$229K +$221K +7,894 New
T
1172
Tidemark
California
$228K +$19.7K +704 +10%
TFS
1173
Thoroughbred Financial Services
Tennessee
$228K +$221K +7,902 New
SP
1174
SmartHarvest Portfolios
Washington
$228K +$220K +7,865 New
OSNBOA
1175
Old Second National Bank of Aurora
Illinois
$227K – – –
45 46
47
48 49