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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1301
Networth Advisors
Pennsylvania
$1.18K +$1.17K +45 New
RPC
1302
Rossmore Private Capital
Connecticut
$1.1K – – –
MAFA
1303
MJT & Associates Financial Advisory
Minnesota
$951 – – –
BA
1304
Blueline Advisors
New Hampshire
$907 +$911 +35 New
TRCT
1305
Tower Research Capital (TRC)
New York
$577 +$573 +22 New
RWA
1306
Redmont Wealth Advisors
Illinois
$496 -$26 -1 -5%
ETC
1307
Exchange Traded Concepts
Oklahoma
$472 -$417 -16 -47%
HFS
1308
Hughes Financial Services
Virginia
$446 – – –
MCA
1309
McGuire Capital Advisors
Oklahoma
$263 +$260 +10 New
EWA
1310
EQ Wealth Advisors
Texas
$236 +$234 +9 New
TC
1311
Truvestments Capital
Florida
$210 +$208 +8 New
TCM
1312
Triumph Capital Management
Colorado
$184 +$182 +7 New
FGAM
1313
Financial Gravity Asset Management
Texas
$79 -$3.07K -118 -98%
LAMC
1314
Longview Asset Management (California)
California
$79 – – –
IA
1315
IFS Advisors
Kansas
$45 – – –
IA
1316
Integrity Alliance
Iowa
– -$2.41M -93,653 Closed
BDWCC
1317
B&D White Capital Company
Texas
– -$1.75M -67,881 Closed
MG
1318
Marex Group
– -$1.16M -45,158 Closed
KFP
1319
KMG Fiduciary Partners
Ohio
– -$1.15M -44,622 Closed
PPWP
1320
Premier Path Wealth Partners
New Jersey
– -$1M -38,907 Closed
NCM
1321
Northwest Capital Management
Oregon
– -$859K -33,408 Closed
PCA
1322
Prosperity Capital Advisors
Ohio
– -$658K -25,610 Closed
GWSG
1323
GPS Wealth Strategies Group
Colorado
– -$517K -20,125 Closed
IP
1324
Isthmus Partners
Wisconsin
– -$517K -20,108 Closed
WRPWM
1325
Werba Rubin Papier Wealth Management
California
– -$470K -18,300 Closed
51 52
53
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