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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
601
LifeSteps Financial
California
$294K +$1.39K +78 +0.5%
FVWA
602
Foster Victor Wealth Advisors
South Carolina
$293K +$5.76K +324 +2%
BWA
603
Burt Wealth Advisors
Maryland
$289K – – –
AFA
604
American Financial Advisors
Georgia
$288K +$8.86K +498 +3%
AIA
605
Alera Investment Advisors
Illinois
$285K – – –
RWG
606
Ratio Wealth Group
Colorado
$282K – – –
GLA
607
Good Life Advisors
Pennsylvania
$281K +$37.1K +2,088 +15%
TFS
608
TrustCore Financial Services
Tennessee
$278K +$12K +672 +4%
MOS
609
MGO One Seven
Ohio
$276K -$2.56K -144 -1%
AC
610
AlphaCore Capital
California
$276K +$63.6K +3,576 +29%
CNC
611
Canandaigua National Corp
New York
$275K – – –
IC
612
IEQ Capital
California
$274K +$747 +42 +0.3%
LWM
613
Liberty Wealth Management
California
$273K +$640 +36 +0.2%
BOS
614
Bingham Osborn & Scarborough
California
$272K – – –
RRCM
615
Rappaport Reiches Capital Management
Illinois
$272K -$103K -5,802 -27%
HWA
616
Heritage Wealth Advisors
Virginia
$269K – – –
PCA
617
Pallas Capital Advisors
Massachusetts
$266K -$498K -27,984 -66%
WTC
618
WhitTier Trust Company
Nevada
$266K – – –
PRWA
619
Platte River Wealth Advisors
Colorado
$266K +$7.47K +420 +3%
ACA
620
Affinity Capital Advisors
California
$264K -$960 -54 -0.4%
CCT
621
Country Club Trust
Missouri
$264K – – –
OIA
622
Optimum Investment Advisors
Illinois
$263K – – –
BWA
623
BlueSky Wealth Advisors
North Carolina
$259K – – –
PP
624
PDS Planning
Ohio
$259K +$213 +12 +0.1%
BDF
625
Black Diamond Financial
Maryland
$256K +$320 +18 +0.1%
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