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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
601
Platte River Wealth Advisors
Colorado
$248K – – –
WTC
602
WhitTier Trust Company
Nevada
$247K – – –
OIA
603
Optimum Investment Advisors
Illinois
$245K – – –
MM
604
Main Management
California
$244K -$1.14K -72 -0.5%
AWM
605
Apollon Wealth Management
South Carolina
$244K +$239K +15,150 New
CCT
606
Country Club Trust
Missouri
$242K – – –
PP
607
PDS Planning
Ohio
$241K +$95 +6 +0%
BDF
608
Black Diamond Financial
Maryland
$238K +$4.82K +306 +2%
UB
609
UMB Bank
Missouri
$237K – – –
CCP
610
Clarkston Capital Partners
Michigan
$236K -$3.69K -234 -2%
RA
611
RFG Advisory
Alabama
$235K – – –
BFM
612
Broadview Financial Management
Wisconsin
$232K +$662 +42 +0.3%
IAN
613
Integrated Advisors Network
Texas
$230K +$16.3K +1,032 +8%
BAAM
614
Baker Avenue Asset Management
California
$227K – – –
OCM
615
Osterweis Capital Management
California
$226K – – –
KA
616
Klingman & Associates
New York
$226K +$221K +13,992 New
GLA
617
Good Life Advisors
Pennsylvania
$226K +$222K +14,088 New
HFA
618
HC Financial Advisors
California
$225K +$284 +18 +0.1%
CIP
619
Capital Insight Partners
Arizona
$223K – – –
MOS
620
MGO One Seven
Ohio
$220K +$215K +13,662 New
AA
621
Advisory Alpha
Michigan
$218K -$706K -44,784 -77%
CAL
622
Capital Analysts LLC
Pennsylvania
$217K +$568 +36 +0.3%
FMC
623
Financial Management Concepts
Florida
$217K +$212K +13,452 New
C
624
Certuity
Florida
$216K – – –
PK
625
Pflug Koory
Nebraska
$215K – – –
23 24
25
26 27