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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
601
Rock Point Advisors
Vermont
$298K – – –
WA
602
Wealth Architects
California
$297K -$320 -18 -0.1%
LF
603
LifeSteps Financial
California
$294K +$1.39K +78 +0.5%
FVWA
604
Foster Victor Wealth Advisors
South Carolina
$293K +$5.76K +324 +2%
BWA
605
Burt Wealth Advisors
Maryland
$289K – – –
AFA
606
American Financial Advisors
Georgia
$288K +$8.86K +498 +3%
AIA
607
Alera Investment Advisors
Illinois
$285K – – –
RWG
608
Ratio Wealth Group
Colorado
$282K – – –
GLA
609
Good Life Advisors
Pennsylvania
$281K +$37.1K +2,088 +15%
TFS
610
TrustCore Financial Services
Tennessee
$278K +$12K +672 +4%
MOS
611
MGO One Seven
Ohio
$276K -$2.56K -144 -1%
AC
612
AlphaCore Capital
California
$276K +$63.6K +3,576 +29%
CNC
613
Canandaigua National Corp
New York
$275K – – –
IC
614
IEQ Capital
California
$274K +$747 +42 +0.3%
LWM
615
Liberty Wealth Management
California
$273K +$640 +36 +0.2%
BOS
616
Bingham Osborn & Scarborough
California
$272K – – –
RRCM
617
Rappaport Reiches Capital Management
Illinois
$272K -$103K -5,802 -27%
HWA
618
Heritage Wealth Advisors
Virginia
$269K – – –
PCA
619
Pallas Capital Advisors
Massachusetts
$266K -$498K -27,984 -66%
WTC
620
WhitTier Trust Company
Nevada
$266K – – –
PRWA
621
Platte River Wealth Advisors
Colorado
$266K +$7.47K +420 +3%
ACA
622
Affinity Capital Advisors
California
$264K -$960 -54 -0.4%
CCT
623
Country Club Trust
Missouri
$264K – – –
OIA
624
Optimum Investment Advisors
Illinois
$263K – – –
BWA
625
BlueSky Wealth Advisors
North Carolina
$259K – – –
23 24
25
26 27