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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
551
Tiemann Investment Advisors
California
$329K -$851 -54 -0.3%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$325K -$16.9K -1,074 -5%
PAM
553
Palisade Asset Management
Minnesota
$325K +$11.4K +720 +4%
BA
554
Bridgewater Advisors
New York
$325K +$314K +19,896 New
OWM
555
Orgel Wealth Management
Wisconsin
$323K +$13.1K +834 +4%
JC
556
Jacobs & Co
California
$319K +$1.89K +120 +0.6%
TW
557
Transform Wealth
Colorado
$319K +$7.09K +450 +2%
AWM
558
AE Wealth Management
Kansas
$317K -$2.93K -186 -0.9%
PAM
559
Private Asset Management
California
$315K – – –
CBFP
560
Cedar Brook Financial Partners
Ohio
$307K +$9.93K +630 +3%
SFG
561
SevenBridge Financial Group
Pennsylvania
$304K +$473 +30 +0.2%
ACP
562
Aveo Capital Partners
Colorado
$304K +$297K +18,864 New
PB
563
Pinnacle Bancorp
Nebraska
$303K – – –
RPA
564
Rock Point Advisors
Vermont
$302K – – –
HI
565
Human Investing
Oregon
$300K -$15.8K -1,002 -5%
ECM
566
Evergreen Capital Management
Washington
$295K – – –
LFA
567
Lighthouse Financial Advisors
Maryland
$292K +$851 +54 +0.3%
FRA
568
Front Row Advisors
California
$288K +$8.13K +516 +3%
GT
569
Greenleaf Trust
Michigan
$288K +$282K +17,880 New
FVWA
570
Foster Victor Wealth Advisors
South Carolina
$285K -$852K -54,030 -76%
SCM
571
Schnieders Capital Management
California
$285K – – –
CAM
572
Cubic Asset Management
Massachusetts
$284K – – –
SFP
573
Shepherd Financial Partners
Massachusetts
$283K -$284 -18 -0.1%
HIP
574
HUB Investment Partners
Texas
$283K +$4.92K +312 +2%
GLLW
575
Graves Light Lenhart Wealth
Virginia
$282K +$568 +36 +0.2%
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