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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1301
American Capital Advisory
Idaho
$41.4K – – –
IF
1302
Integrity Financial
Wyoming
$41.3K +$6.41K +229 +19%
TFA
1303
Transamerica Financial Advisors
Florida
$40.4K +$35.6K +1,271 +1,033%
CFM
1304
Compass Financial Management
Florida
$38K +$35.8K +1,280 New
VWM
1305
Vermillion Wealth Management
Minnesota
$37.2K +$504 +18 +1%
B
1306
Bayban
Minnesota
$36.8K – – –
JGIA
1307
Jackson Grant Investment Advisers
Connecticut
$36.8K +$84 +3 +0.2%
AFG
1308
Albion Financial Group
Utah
$36.5K – – –
PWPS
1309
Pinnacle Wealth Planning Services
Ohio
$35.3K – – –
OCWP
1310
Owl Creek Wealth Partners
Colorado
$34.7K +$84 +3 +0.3%
KFAS
1311
Keating Financial Advisory Services
Kansas
$34.6K – – –
AWM
1312
Aberdeen Wealth Management
Illinois
$34.1K -$18.1K -645 -35%
TWM
1313
TLW Wealth Management
Florida
$33.8K +$32.6K +1,166 New
MCA
1314
Maryland Capital Advisors
Maryland
$32.7K +$31.6K +1,130 New
FLP
1315
Financial Life Planners
Arizona
$31K +$84 +3 +0.3%
MI
1316
Markowski Investments
Florida
$30.8K +$29.8K +1,065 New
MEG
1317
Millstone Evans Group
Colorado
$28.7K +$84 +3 +0.3%
GJIA
1318
Glass Jacobson Investment Advisors
Maryland
$28.6K +$2.27K +81 +9%
SIM
1319
Synergy Investment Management
Florida
$27.9K – – –
HIMS
1320
Hager Investment Management Services
New Hampshire
$27.2K +$26.3K +938 New
EWM
1321
Evolution Wealth Management
Florida
$26.6K +$14.5K +518 +129%
RIL
1322
Rothschild Investment LLC
Illinois
$26.5K -$3.69K -132 -13%
TWC
1323
TD Waterhouse Canada
Ontario, Canada
$26K – – –
PWAM
1324
Private Wealth Asset Management
Iowa
$25.4K -$551K -19,675 -96%
OAG
1325
Oakmont Advisory Group
New Mexico
$25.3K +$24.5K +874 New
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