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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
426
Gradient Capital Advisors
California
$1.6M +$17.6K +912 +1%
MA
427
Modus Advisors
Minnesota
$1.6M -$24.3K -1,257 -2%
EB
428
Exchange Bank
California
$1.59M -$9.46K -489 -0.6%
PIA
429
Panoramic Investment Advisors
Colorado
$1.56M +$30.9K +1,599 +2%
SCM
430
SOL Capital Management
Maryland
$1.54M +$71.1K +3,672 +5%
BCM
431
Barden Capital Management
Texas
$1.53M -$89.9K -4,644 -6%
AL
432
Aspiriant LLC
California
$1.51M – – –
NCM
433
Northwest Capital Management
Oregon
$1.51M – – –
WWP
434
Waypoint Wealth Partners
California
$1.5M – – –
SWM
435
Selective Wealth Management
Virginia
$1.49M +$1.45M +74,859 New
PCWA
436
Pacific Capital Wealth Advisors
California
$1.49M -$829K -42,822 -37%
PWM
437
Perigon Wealth Management
California
$1.48M +$348K +17,979 +33%
BWM
438
Blossom Wealth Management
California
$1.47M +$4.12K +213 +0.3%
GWMI
439
Guardian Wealth Management (Illinois)
Illinois
$1.47M +$755 +39 +0.1%
BWL
440
Bogart Wealth LLC
Virginia
$1.45M -$460K -23,748 -25%
SHWM
441
Smith & Howard Wealth Management
Georgia
$1.44M +$85.3K +4,410 +7%
HIC
442
Holderness Investments Company
North Carolina
$1.43M +$2.5K +129 +0.2%
NHC
443
Nicholas Hoffman & Company
Georgia
$1.43M +$99.5K +5,142 +8%
CSI
444
Cross Staff Investments
New York
$1.42M +$275K +14,211 +26%
BWM
445
BNC Wealth Management
Oregon
$1.42M -$14.5K -747 -1%
SAM
446
S.A. Mason
Michigan
$1.41M -$4.06K -210 -0.3%
FWM
447
Fonville Wealth Management
Virginia
$1.39M -$6.09K -315 -0.5%
CA
448
Cetera Advisors
Colorado
$1.38M +$118K +6,081 +10%
RWM
449
Ritholtz Wealth Management
New York
$1.37M -$4.01K -207 -0.3%
KAS
450
Kestra Advisory Services
Texas
$1.37M +$140K +7,251 +12%
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