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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1276
Pinney & Scofield
Massachusetts
$10.2K +$52 +2 +0.5%
FFL
1277
Financial Freedom LLC
Ohio
$10.2K +$26 +1 +0.3%
QWM
1278
Quaker Wealth Management
New Jersey
$10.1K +$10K +384 New
UFPG
1279
United Financial Planning Group
New York
$9.95K +$26 +1 +0.3%
PPL
1280
Planning Project LLC
Texas
$9.6K +$9.53K +366 New
PMIM
1281
Prudent Man Investment Management
Colorado
$9.34K +$52 +2 +0.6%
KCM
1282
Key Capital Management
Tennessee
$8.89K +$8.82K +339 New
TVWM
1283
Tower View Wealth Management
Wisconsin
$8.2K +$26 +1 +0.3%
TFA
1284
Toth Financial Advisory
Virginia
$7.95K +$7.89K +303 New
RDFA
1285
Ritter Daniher Financial Advisory
Ohio
$7.55K +$4.14K +159 +123%
BWM
1286
Bernard Wealth Management
Michigan
$6.26K – – –
GWP
1287
Gen-Wealth Partners
Michigan
$6.12K +$52 +2 +0.9%
DAM
1288
Delta Asset Management
Tennessee
$5.36K – – –
MS
1289
Monetary Solutions
Ohio
$5.19K +$5.15K +198 New
GWSA
1290
Global Wealth Strategies & Associates
Colorado
$4.75K – – –
BBHC
1291
Brown Brothers Harriman & Co
New York
$4.72K – – –
HIC
1292
Hamrick Investment Counsel
Washington
$4.37K +$4.35K +167 New
HNW
1293
High Note Wealth
Minnesota
$4.09K – – –
WAS
1294
Winch Advisory Services
Wisconsin
$4.04K +$1.64K +63 +75%
CFG
1295
Clayton Financial Group
Missouri
$3.42K +$3.38K +130 New
CFP
1296
Comprehensive Financial Planning
Pennsylvania
$3.36K – – –
NB
1297
NBT Bank
New York
$3.32K – – –
WA
1298
Walsh & Associates
Florida
$2.2K +$2.19K +84 New
SS
1299
Sunbelt Securities
Texas
$2.18K -$651 -25 -23%
NRWA
1300
North Ridge Wealth Advisors
Oregon
$1.57K – – –
50 51
52
53 54