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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
226
Mariner Independent Advisor Network
Kansas
$2.49M +$297K +24,216 +14%
RW
227
REDW Wealth
New Mexico
$2.49M +$226K +18,396 +10%
LBC
228
Lowe Brockenbrough & Co
Virginia
$2.48M +$36.2K +2,952 +2%
GPFA
229
Game Plan Financial Advisors
Ohio
$2.48M +$2.37M +193,152 New
VA
230
Valmark Advisers
Ohio
$2.44M +$5.67K +462 +0.2%
DWM
231
Destination Wealth Management
California
$2.44M -$10.2K -834 -0.4%
PP
232
PagnatoKarp Partners
Virginia
$2.41M +$9.79K +798 +0.4%
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$2.4M -$138K -11,208 -6%
PCMC
234
Private Capital Management (Colorado)
Colorado
$2.4M – – –
B
235
Bailard
California
$2.38M +$1.31M +106,440 +134%
SWM
236
Southern Wealth Management
Texas
$2.33M +$2.23M +181,578 New
AAG
237
Avalon Advisory Group
Pennsylvania
$2.32M +$2.22M +181,224 New
BSW
238
Buckingham Strategic Wealth
Missouri
$2.32M -$591K -48,144 -21%
RJA
239
Raymond James & Associates
Florida
$2.31M +$114K +9,288 +5%
WFA
240
Wade Financial Advisory
California
$2.29M +$2.19M +178,302 New
MAG
241
Mayfair Advisory Group
Alabama
$2.27M +$2.17M +177,036 New
BJL
242
Brighton Jones LLC
Washington
$2.19M -$201K -16,392 -9%
BL
243
BCWM LLC
Kansas
$2.19M +$406K +33,090 +24%
VCP
244
Vista Capital Partners
Oregon
$2.18M -$63.8K -5,202 -3%
MWM
245
MinichMacGregor Wealth Management
New York
$2.17M +$51.7K +4,212 +3%
CC
246
Callan Capital
California
$2.17M +$141K +11,496 +7%
PA
247
Parallel Advisors
California
$2.15M +$142K +11,532 +7%
SWRP
248
Summit Wealth & Retirement Planning
California
$2.11M +$4.79K +390 +0.2%
LPIC
249
LeJeune Puetz Investment Counsel
Michigan
$2.1M +$6.85K +558 +0.3%
QCG
250
Quadrant Capital Group
Ohio
$2.1M +$2.05M +166,764 New
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