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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1176
Burney Company
Virginia
$227K +$219K +7,836 New
PWP
1177
Prasad Wealth Partners
Ohio
$227K +$219K +7,836 New
MHFA
1178
Mission Hills Financial Advisory
California
$226K +$219K +7,814 New
WIA
1179
Wetzel Investment Advisors
Indiana
$226K +$218K +7,800 New
SG
1180
Sherry Group
Arkansas
$225K – – –
PFPG
1181
Pinnacle Financial Partners (Georgia)
Georgia
$225K +$218K +7,777 New
PI
1182
Pachira Investments
California
$224K -$57.7K -2,062 -21%
EIG
1183
Ellenbecker Investment Group
Wisconsin
$223K +$216K +7,716 New
FF
1184
Frankly Finances
Florida
$223K – – –
WPIC
1185
White Pine Investment Company
Michigan
$222K -$13K -464 -6%
AIP
1186
Almanack Investment Partners
Pennsylvania
$221K -$119K -4,267 -36%
WT
1187
Whittier Trust
California
$221K +$95.3K +3,404 +81%
QCMNJ
1188
Quantum Capital Management (New Jersey)
New Jersey
$220K +$4.93K +176 +2%
HFRG
1189
Houlihan Financial Resource Group
Virginia
$220K +$213K +7,592 New
CAC
1190
Certified Advisory Corp
Florida
$218K -$29.3K -1,048 -12%
BFO
1191
Biltmore Family Office
North Carolina
$217K – – –
MW
1192
Marrick Wealth
California
$217K +$210K +7,500 New
SC
1193
Sykon Capital
New York
$217K +$210K +7,484 New
CS
1194
Crescent Sterling
Louisiana
$215K +$208K +7,426 New
IAS
1195
Integrity Advisory Solutions
Texas
$214K +$207K +7,397 New
BF
1196
BOK Financial
Oklahoma
$213K – – –
CTFG
1197
Capstone Triton Financial Group
Oklahoma
$213K -$204K -7,294 -50%
VA
1198
Vident Advisory
Georgia
$213K +$206K +7,359 New
RWI
1199
Red Wave Investments
Pennsylvania
$213K +$206K +7,351 New
SEM
1200
Strategic Equity Management
Arizona
$213K +$205K +7,340 New
46 47
48
49 50