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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1276
MTM Investment Management
South Carolina
$10.5K – – –
EWM
1277
Evolution Wealth Management
Florida
$10.5K – – –
PS
1278
Pinney & Scofield
Massachusetts
$10.2K +$52 +2 +0.5%
FFL
1279
Financial Freedom LLC
Ohio
$10.2K +$26 +1 +0.3%
QWM
1280
Quaker Wealth Management
New Jersey
$10.1K +$10K +384 New
UFPG
1281
United Financial Planning Group
New York
$9.95K +$26 +1 +0.3%
PPL
1282
Planning Project LLC
Texas
$9.6K +$9.53K +366 New
PMIM
1283
Prudent Man Investment Management
Colorado
$9.34K +$52 +2 +0.6%
IAG
1284
Innovative Advisory Group
Massachusetts
$8.97K – – –
KCM
1285
Key Capital Management
Tennessee
$8.89K +$8.82K +339 New
TVWM
1286
Tower View Wealth Management
Wisconsin
$8.2K +$26 +1 +0.3%
TFA
1287
Toth Financial Advisory
Virginia
$7.95K +$7.89K +303 New
RDFA
1288
Ritter Daniher Financial Advisory
Ohio
$7.55K +$4.14K +159 +123%
BWM
1289
Bernard Wealth Management
Michigan
$6.26K – – –
AI
1290
Atomic Invest
New York
$6.15K +$6.07K +233 New
GWP
1291
Gen-Wealth Partners
Michigan
$6.12K +$52 +2 +0.9%
DAM
1292
Delta Asset Management
Tennessee
$5.36K – – –
MS
1293
Monetary Solutions
Ohio
$5.19K +$5.15K +198 New
GWSA
1294
Global Wealth Strategies & Associates
Colorado
$4.75K – – –
BBHC
1295
Brown Brothers Harriman & Co
New York
$4.72K – – –
HIC
1296
Hamrick Investment Counsel
Washington
$4.37K +$4.35K +167 New
HNW
1297
High Note Wealth
Minnesota
$4.09K – – –
WAS
1298
Winch Advisory Services
Wisconsin
$4.04K +$1.64K +63 +75%
CFG
1299
Clayton Financial Group
Missouri
$3.42K +$3.38K +130 New
CFP
1300
Comprehensive Financial Planning
Pennsylvania
$3.36K – – –
50 51
52
53 54