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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
$10.1K – – –
EWM
1277
Evolution Wealth Management
Florida
$10.1K – – –
PS
1278
Pinney & Scofield
Massachusetts
$9.78K +$26 +1 +0.3%
FFL
1279
Financial Freedom LLC
Ohio
$9.75K +$26 +1 +0.3%
TVWM
1280
Tower View Wealth Management
Wisconsin
$7.87K +$26 +1 +0.3%
TFA
1281
Toth Financial Advisory
Virginia
$7.61K – – –
RDFA
1282
Ritter Daniher Financial Advisory
Ohio
$7.48K +$262 +10 +3%
DF
1283
Dunhill Financial
United Kingdom
$7.45K +$7.79K +297 New
CSC
1284
Caldwell Sutter Capital
California
$6.48K +$6.77K +258 New
BWM
1285
Bernard Wealth Management
Michigan
$5.99K – – –
NRWA
1286
North Ridge Wealth Advisors
Oregon
$5.6K +$4.17K +159 +265%
CFG
1287
Clayton Financial Group
Missouri
$5.59K +$2.44K +93 +72%
NWS
1288
Nvest Wealth Strategies
Ohio
$5.35K +$5.59K +213 New
DAM
1289
Delta Asset Management
Tennessee
$5.14K +$26 +1 +0.5%
SFS
1290
Sunrise Financial Services
Washington
$5.12K +$5.35K +204 New
MS
1291
Monetary Solutions
Ohio
$4.97K – – –
WAS
1292
Winch Advisory Services
Wisconsin
$4.78K +$236 +9 +6%
GWSA
1293
Global Wealth Strategies & Associates
Colorado
$4.54K – – –
BBHC
1294
Brown Brothers Harriman & Co
New York
$4.52K – – –
SEP
1295
Signature Equity Partners
Ohio
$4.27K +$4.46K +170 New
HIC
1296
Hamrick Investment Counsel
Washington
$4.2K – – –
HNW
1297
High Note Wealth
Minnesota
$3.92K – – –
BFP
1298
Birchwood Financial Partners
Minnesota
$3.49K -$24.4K -931 -87%
CFP
1299
Comprehensive Financial Planning
Pennsylvania
$3.22K – – –
NB
1300
NBT Bank
New York
$3.17K +$2.62K +100 +385%
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