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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1176
Avion Wealth
Texas
$13K +$50 +2 +0.4%
RCM
1177
Raleigh Capital Management
North Carolina
$12.9K – – –
OIA
1178
Optimum Investment Advisors
Illinois
$12.5K – – –
PWMA
1179
Pension & Wealth Management Advisors
Massachusetts
$11.4K +$50 +2 +0.5%
BAM
1180
Bellevue Asset Management
Washington
$10.8K – – –
GFWA
1181
Grey Fox Wealth Advisors
Delaware
$10.7K +$10.3K +417 New
MIM
1182
MTM Investment Management
South Carolina
$10.3K – – –
EWM
1183
Evolution Wealth Management
Florida
$10.3K +$9.93K +401 New
PS
1184
Pinney & Scofield
Massachusetts
$9.96K +$25 +1 +0.3%
FFL
1185
Financial Freedom LLC
Ohio
$9.93K +$25 +1 +0.3%
UFPG
1186
United Financial Planning Group
New York
$9.72K +$9.36K +378 New
PPA
1187
Painted Porch Advisors
California
$9.56K – – –
PMIM
1188
Prudent Man Investment Management
Colorado
$8.04K – – –
TVWM
1189
Tower View Wealth Management
Wisconsin
$8.01K – – –
BWM
1190
Bernard Wealth Management
Michigan
$6.13K -$7.43K -300 -56%
GWP
1191
Gen-Wealth Partners
Michigan
$5.93K +$668 +27 +13%
DAM
1192
Delta Asset Management
Tennessee
$5.23K +$25 +1 +0.5%
TWC
1193
TD Waterhouse Canada
Ontario, Canada
$5.11K – – –
GWSA
1194
Global Wealth Strategies & Associates
Colorado
$4.65K +$4.48K +181 New
BBHC
1195
Brown Brothers Harriman & Co
New York
$4.63K – – –
HNW
1196
High Note Wealth
Minnesota
$4.01K – – –
HFS
1197
Hopwood Financial Services
Virginia
$3.39K – – –
RDFA
1198
Ritter Daniher Financial Advisory
Ohio
$3.32K – – –
CFP
1199
Comprehensive Financial Planning
Pennsylvania
$3.3K – – –
NB
1200
NBT Bank
New York
$3.25K -$2.48K -100 -79%
46 47
48
49 50