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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1226
BetterWealth
California
– -$469K -19,695 Closed
ACM
1227
AlphaStar Capital Management
North Carolina
– -$446K -18,719 Closed
GCM
1228
Gibraltar Capital Management
Oklahoma
– -$413K -17,322 Closed
TCM
1229
Telos Capital Management
California
– -$412K -17,303 Closed
AFS
1230
Access Financial Services
Minnesota
– -$353K -14,823 Closed
AFA
1231
AA Financial Advisors
Ohio
– -$338K -14,169 Closed
GS
1232
GTS Securities
Florida
– -$327K -13,731 Closed
FAIM
1233
Financial Advocates Investment Management
Washington
– -$324K -13,599 Closed
PFPT
1234
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$311K -13,050 Closed
NHT
1235
New Hampshire Trust
New Hampshire
– -$305K -12,798 Closed
SG
1236
StoneX Group
New York
– -$287K -12,061 Closed
SAM
1237
Silvercrest Asset Management
New York
– -$279K -11,725 Closed
CPSAC
1238
Chas P. Smith & Associates (CPS)
Florida
– -$252K -10,590 Closed
BRWA
1239
B. Riley Wealth Advisors
Florida
– -$221K -9,256 Closed
BAAM
1240
Baker Avenue Asset Management
California
– -$220K -9,219 Closed
VIA
1241
Victrix Investment Advisors
Florida
– -$217K -9,119 Closed
SAW
1242
Signal Advisors Wealth
Michigan
– -$209K -8,790 Closed
CWMK
1243
Caliber Wealth Management (Kansas)
Kansas
– -$204K -8,575 Closed
TPWA
1244
Twin Peaks Wealth Advisors
California
– -$77.4K -3,125 Closed
BIG
1245
Brooklyn Investment Group
New York
– -$54.5K -2,290 Closed
TCM
1246
Traub Capital Management
Massachusetts
– -$21.4K -900 Closed
TFM
1247
TFC Financial Management
Massachusetts
– -$19.4K -816 Closed
TRCT
1248
Tower Research Capital (TRC)
New York
– -$18.7K -783 Closed
CW
1249
Cooksen Wealth
Texas
– -$17.4K -730 Closed
OW
1250
Olistico Wealth
Oklahoma
– -$15.8K -665 Closed
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