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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1176
Bellevue Asset Management
Washington
$10K – – –
MIM
1177
MTM Investment Management
South Carolina
$9.58K – – –
PS
1178
Pinney & Scofield
Massachusetts
$9.2K +$22 +1 +0.3%
FFL
1179
Financial Freedom LLC
Ohio
$9.18K +$22 +1 +0.3%
PPA
1180
Painted Porch Advisors
California
$8.87K – – –
PMIM
1181
Prudent Man Investment Management
Colorado
$8.04K – – –
TVWM
1182
Tower View Wealth Management
Wisconsin
$7.4K +$22 +1 +0.3%
T
1183
Transce3nd
Texas
$6.58K – – –
IWM
1184
IMG Wealth Management
Florida
$5.5K +$5.09K +231 New
NC
1185
NewSquare Capital
Pennsylvania
$5.15K – – –
GWP
1186
Gen-Wealth Partners
Michigan
$4.85K +$1.03K +47 +30%
DAM
1187
Delta Asset Management
Tennessee
$4.84K +$22 +1 +0.5%
TWC
1188
TD Waterhouse Canada
Ontario, Canada
$4.71K – – –
BBHC
1189
Brown Brothers Harriman & Co
New York
$4.29K – – –
HNW
1190
High Note Wealth
Minnesota
$3.72K – – –
FGC
1191
Financial Gravity Companies
Texas
$3.6K +$3.33K +151 New
AIA
1192
Aventus Investment Advisors
Florida
$3.32K +$3.13K +142 New
WA
1193
WestEnd Advisors
North Carolina
$3.29K +$3.04K +138 New
HFS
1194
Hopwood Financial Services
Virginia
$3.15K – – –
RDFA
1195
Ritter Daniher Financial Advisory
Ohio
$3.08K +$286 +13 +11%
CFP
1196
Comprehensive Financial Planning
Pennsylvania
$3.06K – – –
NB
1197
NBT Bank
New York
$3.01K – – –
WAS
1198
Winch Advisory Services
Wisconsin
$2.01K +$1.85K +84 New
KHC
1199
Koesten Hirschmann & Crabtree
Kansas
$2K – – –
AWM
1200
AllSquare Wealth Management
New York
$1.57K – – –
46 47
48
49 50