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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
576
Affinity Capital Advisors
California
$253K +$238K +16,710 New
QCMNJ
577
Quantum Capital Management (New Jersey)
New Jersey
$252K -$7.26K -510 -3%
PA
578
Paracle Advisors
Washington
$251K +$6.41K +450 +3%
BRWA
579
B. Riley Wealth Advisors
Florida
$251K +$235K +16,512 New
PMFA
580
Plante Moran Financial Advisors
Michigan
$248K -$2.23M -156,480 -91%
BWA
581
BlueSky Wealth Advisors
North Carolina
$247K +$16.8K +1,182 +8%
RWG
582
Ratio Wealth Group
Colorado
$247K +$232K +16,278 New
JWM
583
Janiczek Wealth Management
Colorado
$241K +$40.5K +2,844 +22%
CNC
584
Canandaigua National Corp
New York
$241K +$226K +15,900 New
SFG
585
Sovereign Financial Group
Connecticut
$240K +$226K +15,858 New
AFA
586
American Financial Advisors
Georgia
$238K +$4.53K +318 +2%
OFW
587
Omnia Family Wealth
Florida
$237K – – –
HWA
588
Heritage Wealth Advisors
Virginia
$236K – – –
PRWA
589
Platte River Wealth Advisors
Colorado
$235K +$213K +14,952 New
FM
590
Foster & Motley
Ohio
$233K -$1.45K -102 -0.7%
WTC
591
WhitTier Trust Company
Nevada
$233K – – –
LF
592
LifeSteps Financial
California
$233K +$219K +15,366 New
QC
593
QCM Cayman
Texas
$232K +$218K +15,282 New
OIA
594
Optimum Investment Advisors
Illinois
$230K – – –
MM
595
Main Management
California
$230K +$12.8K +900 +6%
HIP
596
HUB Investment Partners
Texas
$229K +$246K +17,256 New
CCT
597
Country Club Trust
Missouri
$228K – – –
RA
598
RFG Advisory
Alabama
$227K +$208K +14,610 New
PP
599
PDS Planning
Ohio
$227K +$213K +14,964 New
CCP
600
Clarkston Capital Partners
Michigan
$226K -$13.3K -936 -6%
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