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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
651
Planning Center Inc
Illinois
$329K +$90 +6 +0%
HS
652
Horan Securities
United States
$328K +$149K +9,945 +83%
ATC
653
Argent Trust Co
Tennessee
$326K -$445K -29,595 -58%
BWP
654
Baldwin Wealth Partners
Massachusetts
$323K +$325K +21,618 New
PWA
655
Physician Wealth Advisors
Utah
$323K – – –
CA
656
Crewe Advisors
Utah
$323K -$41.9K -2,790 -11%
MM
657
Main Management
California
$321K -$29K -1,932 -8%
SSI
658
Scott & Selber Inc
Texas
$320K -$23.7K -1,578 -7%
WIA
659
World Investment Advisors
California
$319K +$321K +21,339 New
GKWIM
660
Gerber Kawasaki Wealth & Investment Management
California
$318K -$563K -37,470 -64%
RCAG
661
Rehmann Capital Advisory Group
Michigan
$317K – – –
TBWA
662
Three Bridge Wealth Advisors
California
$316K -$40.3K -2,679 -11%
NEGWA
663
New England Guild Wealth Advisors
Connecticut
$316K +$361 +24 +0.1%
SRWM
664
Shira Ridge Wealth Management
California
$315K +$317K +21,114 New
AMIM
665
Aull & Monroe Investment Management
Alabama
$314K – – –
RPA
666
Rock Point Advisors
Vermont
$312K +$13.1K +870 +4%
DBT
667
Dubuque Bank & Trust
Iowa
$312K +$314K +20,874 New
WPC
668
Wedmont Private Capital
Pennsylvania
$310K +$42.5K +2,829 +16%
RVPG
669
Relative Value Partners Group
$306K +$90 +6 +0%
CIA
670
Capital Investment Advisors
Georgia
$306K +$308K +20,517 New
AAG
671
Armstrong Advisory Group
Massachusetts
$303K +$305K +20,286 New
WMR
672
Wealth Management Resources
Rhode Island
$302K +$282K +18,795 New
LAIC
673
Lederer & Associates Investment Counsel
California
$298K – – –
WCFA
674
Walkner Condon Financial Advisors
Wisconsin
$296K – – –
BCI
675
Brinker Capital Investments
Pennsylvania
$296K – – –
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