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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
QCMNJ
576
Quantum Capital Management (New Jersey)
New Jersey
$252K -$7.26K -510 -3%
PA
577
Paracle Advisors
Washington
$251K +$6.41K +450 +3%
BRWA
578
B. Riley Wealth Advisors
Florida
$251K +$235K +16,512 New
PMFA
579
Plante Moran Financial Advisors
Michigan
$248K -$2.23M -156,480 -91%
BWA
580
BlueSky Wealth Advisors
North Carolina
$247K +$16.8K +1,182 +8%
RWG
581
Ratio Wealth Group
Colorado
$247K +$232K +16,278 New
JWM
582
Janiczek Wealth Management
Colorado
$241K +$40.5K +2,844 +22%
CNC
583
Canandaigua National Corp
New York
$241K +$226K +15,900 New
SFG
584
Sovereign Financial Group
Connecticut
$240K +$226K +15,858 New
AFA
585
American Financial Advisors
Georgia
$238K +$4.53K +318 +2%
OFW
586
Omnia Family Wealth
Florida
$237K – – –
HWA
587
Heritage Wealth Advisors
Virginia
$236K – – –
PRWA
588
Platte River Wealth Advisors
Colorado
$235K +$213K +14,952 New
FM
589
Foster & Motley
Ohio
$233K -$1.45K -102 -0.7%
WTC
590
WhitTier Trust Company
Nevada
$233K – – –
LF
591
LifeSteps Financial
California
$233K +$219K +15,366 New
QC
592
QCM Cayman
Texas
$232K +$218K +15,282 New
OIA
593
Optimum Investment Advisors
Illinois
$230K – – –
MM
594
Main Management
California
$230K +$12.8K +900 +6%
HIP
595
HUB Investment Partners
Texas
$229K +$246K +17,256 New
CCT
596
Country Club Trust
Missouri
$228K – – –
RA
597
RFG Advisory
Alabama
$227K +$208K +14,610 New
PP
598
PDS Planning
Ohio
$227K +$213K +14,964 New
CCP
599
Clarkston Capital Partners
Michigan
$226K -$13.3K -936 -6%
UB
600
UMB Bank
Missouri
$223K +$209K +14,700 New
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