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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1226
Sterling Wealth Management
Illinois
– -$547K -22,939 Closed
B
1227
BetterWealth
California
– -$469K -19,695 Closed
ACM
1228
AlphaStar Capital Management
North Carolina
– -$446K -18,719 Closed
GCM
1229
Gibraltar Capital Management
Oklahoma
– -$413K -17,322 Closed
TCM
1230
Telos Capital Management
California
– -$412K -17,303 Closed
AFS
1231
Access Financial Services
Minnesota
– -$353K -14,823 Closed
AFA
1232
AA Financial Advisors
Ohio
– -$338K -14,169 Closed
GS
1233
GTS Securities
Florida
– -$327K -13,731 Closed
FAIM
1234
Financial Advocates Investment Management
Washington
– -$324K -13,599 Closed
PFPT
1235
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$311K -13,050 Closed
NHT
1236
New Hampshire Trust
New Hampshire
– -$305K -12,798 Closed
SG
1237
StoneX Group
New York
– -$287K -12,061 Closed
SAM
1238
Silvercrest Asset Management
New York
– -$279K -11,725 Closed
CPSAC
1239
Chas P. Smith & Associates (CPS)
Florida
– -$252K -10,590 Closed
BRWA
1240
B. Riley Wealth Advisors
Florida
– -$221K -9,256 Closed
BAAM
1241
Baker Avenue Asset Management
California
– -$220K -9,219 Closed
VIA
1242
Victrix Investment Advisors
Florida
– -$217K -9,119 Closed
SAW
1243
Signal Advisors Wealth
Michigan
– -$209K -8,790 Closed
CWMK
1244
Caliber Wealth Management (Kansas)
Kansas
– -$204K -8,575 Closed
TPWA
1245
Twin Peaks Wealth Advisors
California
– -$77.4K -3,125 Closed
BIG
1246
Brooklyn Investment Group
New York
– -$54.5K -2,290 Closed
TCM
1247
Traub Capital Management
Massachusetts
– -$21.4K -900 Closed
TFM
1248
TFC Financial Management
Massachusetts
– -$19.4K -816 Closed
TRCT
1249
Tower Research Capital (TRC)
New York
– -$18.7K -783 Closed
CW
1250
Cooksen Wealth
Texas
– -$17.4K -730 Closed
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