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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1151
Sherry Group
Arkansas
$208K +$204K +7,848 New
TWA
1152
TCI Wealth Advisors
Arizona
$207K +$205K +7,886 New
FFG
1153
Fiduciary Financial Group
California
$205K +$204K +7,825 New
PWP
1154
Prasad Wealth Partners
Ohio
$205K +$364 +14 +0.2%
WIA
1155
Wetzel Investment Advisors
Indiana
$205K – – –
PCM
1156
Pennsylvania Capital Management
Pennsylvania
$203K -$30.2K -1,160 -13%
FCAS
1157
First Command Advisory Services
Texas
$203K +$201K +7,740 New
AIM
1158
Acropolis Investment Management
Missouri
$203K +$201K +7,724 New
EIG
1159
Ellenbecker Investment Group
Wisconsin
$202K +$201K +7,716 New
VIA
1160
Victrix Investment Advisors
Florida
$202K +$201K +7,706 New
FF
1161
Frankly Finances
Florida
$202K +$200K +7,686 New
HFRG
1162
Houlihan Financial Resource Group
Virginia
$201K +$197K +7,551 New
MW
1163
Marrick Wealth
California
$200K +$199K +7,627 New
BFO
1164
Biltmore Family Office
North Carolina
$197K – – –
BF
1165
BOK Financial
Oklahoma
$193K – – –
FF
1166
Friedenthal Financial
New Jersey
$188K +$833 +32 +0.4%
T
1167
Tidemark
California
$188K +$52 +2 +0%
PGAM
1168
Princeton Global Asset Management
New Jersey
$180K -$4.24K -163 -2%
MFT
1169
Moisand Fitzgerald Tamayo
Florida
$180K -$16.5K -632 -8%
PCFFS
1170
Pacific Center for Financial Services
California
$178K – – –
AFC
1171
Ares Financial Consulting
California
$171K +$4.06M +155,951 New
SMA
1172
Sage Mountain Advisors
Georgia
$165K +$1.74K +67 +1%
TH
1173
TCTC Holdings
Texas
$162K – – –
HCM
1174
Hollencrest Capital Management
California
$159K – – –
PFSC
1175
Peoples Financial Services Corp
Pennsylvania
$157K – – –
45 46
47
48 49