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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1301
NBT Bank
New York
$3.32K – – –
WA
1302
Walsh & Associates
Florida
$2.2K +$2.19K +84 New
SS
1303
Sunbelt Securities
Texas
$2.18K -$651 -25 -23%
NRWA
1304
North Ridge Wealth Advisors
Oregon
$1.57K – – –
NA
1305
Networth Advisors
Pennsylvania
$1.18K +$1.17K +45 New
RPC
1306
Rossmore Private Capital
Connecticut
$1.1K – – –
MAFA
1307
MJT & Associates Financial Advisory
Minnesota
$951 – – –
BA
1308
Blueline Advisors
New Hampshire
$907 +$911 +35 New
TRCT
1309
Tower Research Capital (TRC)
New York
$577 +$573 +22 New
RWA
1310
Redmont Wealth Advisors
Illinois
$496 -$26 -1 -5%
ETC
1311
Exchange Traded Concepts
Oklahoma
$472 -$417 -16 -47%
HFS
1312
Hughes Financial Services
Virginia
$446 – – –
MCA
1313
McGuire Capital Advisors
Oklahoma
$263 +$260 +10 New
EWA
1314
EQ Wealth Advisors
Texas
$236 +$234 +9 New
TC
1315
Truvestments Capital
Florida
$210 +$208 +8 New
TCM
1316
Triumph Capital Management
Colorado
$184 +$182 +7 New
FGAM
1317
Financial Gravity Asset Management
Texas
$79 -$3.07K -118 -98%
LAMC
1318
Longview Asset Management (California)
California
$79 – – –
IA
1319
IFS Advisors
Kansas
$45 – – –
IA
1320
Integrity Alliance
Iowa
– -$2.41M -93,653 Closed
BDWCC
1321
B&D White Capital Company
Texas
– -$1.75M -67,881 Closed
MG
1322
Marex Group
– -$1.16M -45,158 Closed
KFP
1323
KMG Fiduciary Partners
Ohio
– -$1.15M -44,622 Closed
PPWP
1324
Premier Path Wealth Partners
New Jersey
– -$1M -38,907 Closed
NCM
1325
Northwest Capital Management
Oregon
– -$859K -33,408 Closed
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