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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
626
Planning Center Inc
Illinois
$333K +$48 +3 +0%
PWA
627
Physician Wealth Advisors
Utah
$331K +$2.89K +180 +0.9%
FRA
628
Front Row Advisors
California
$327K +$48 +3 +0%
CW
629
CreativeOne Wealth
Kansas
$318K +$14.6K +909 +4%
FCIM
630
Fairview Capital Investment Management
California
$317K -$24.2K -1,509 -7%
AMIM
631
Aull & Monroe Investment Management
Alabama
$317K – – –
PFM
632
Parsec Financial Management
North Carolina
$316K -$11.6K -723 -3%
IWM
633
IHT Wealth Management
Illinois
$313K -$51.7K -3,219 -13%
RCAG
634
Rehmann Capital Advisory Group
Michigan
$312K – – –
C
635
Certuity
Florida
$312K -$8.38K -522 -2%
WCFA
636
Walkner Condon Financial Advisors
Wisconsin
$312K +$100K +6,246 +42%
NEGWA
637
New England Guild Wealth Advisors
Connecticut
$311K +$337 +21 +0.1%
PWMAG
638
Pinnacle Wealth Management Advisory Group
New Jersey
$311K +$130K +8,079 +62%
CSIA
639
Charles Schwab Investment Advisory
California
$307K -$123K -7,641 -27%
LW
640
Linscomb Wealth
Texas
$303K -$316K -19,689 -49%
CCM
641
Compass Capital Management
Minnesota
$302K +$330K +20,532 New
FVWA
642
Foster Victor Wealth Advisors
South Carolina
$300K -$19.6K -1,224 -6%
DY
643
Dowling & Yahnke
California
$297K +$385 +24 +0.1%
IF
644
Ironwood Financial
Arizona
$297K +$36.2K +2,253 +13%
GW
645
GW & Wade
Massachusetts
$296K +$133K +8,277 +70%
LAIC
646
Lederer & Associates Investment Counsel
California
$294K – – –
SOS
647
Silver Oak Securities
Tennessee
$294K +$305K +18,975 New
BCI
648
Brinker Capital Investments
Pennsylvania
$292K – – –
YIH
649
Y-Intercept (HK)
Hong Kong
$291K +$317K +19,722 New
VCM
650
Virtue Capital Management
Tennessee
$288K -$2.51M -156,348 -89%
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