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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FS
1201
Financially Speaking
Colorado
$70.1K +$73.3K +2,794 New
WPA
1202
Wealth Preservation Advisors
Tennessee
$69.3K +$105 +4 +0.1%
GEA
1203
Glen Eagle Advisors
New Jersey
$69K – – –
EWA
1204
Elevate Wealth Advisory
Georgia
$67.8K – – –
GKIM
1205
GW&K Investment Management
Massachusetts
$67K – – –
HWM
1206
HighMark Wealth Management
Minnesota
$64.9K +$184 +7 +0.3%
OHWP
1207
Oak Harbor Wealth Partners
North Carolina
$62.8K +$65.7K +2,503 New
HRC
1208
Hoertkorn Richard Charles
$62.2K – – –
FNWA
1209
Financial Network Wealth Advisors
Utah
$61.6K +$184 +7 +0.3%
TPWA
1210
Twin Peaks Wealth Advisors
California
$58K +$60.6K +2,310 New
TWD
1211
True Wealth Design
Ohio
$56.3K +$58.9K +2,244 New
JFA
1212
JNBA Financial Advisors
Minnesota
$55.6K – – –
EB
1213
Eastern Bank
Massachusetts
$54.8K +$14.7K +562 +35%
WSFS
1214
Wilmington Savings Fund Society
Delaware
$54.2K – – –
BL
1215
BFSG LLC
California
$52.9K +$131 +5 +0.2%
CIAS
1216
Capital Investment Advisory Services
North Carolina
$52.8K +$11.1K +422 +25%
DSC
1217
Daytona Street Capital
Missouri
$50.8K +$52.5K +2,000 New
FPF
1218
First Pacific Financial
Washington
$49.8K +$157 +6 +0.3%
GFA
1219
Godfrey Financial Associates
New York
$48.7K – – –
NG
1220
NWK Group
California
$47.6K +$9.31K +355 +23%
AWM
1221
Aberdeen Wealth Management
Illinois
$45.7K +$918 +35 +2%
OFG
1222
Oxford Financial Group
Indiana
$44.6K – – –
BIA
1223
Bell Investment Advisors
California
$43.4K -$16.6K -633 -27%
CFD
1224
Creative Financial Designs
Indiana
$42K – – –
BCM
1225
Basso Capital Management
Connecticut
$40.9K +$42.8K +1,630 New
47 48
49
50 51