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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
651
Foster Victor Wealth Advisors
South Carolina
$344K -$79.1K -5,058 -19%
SFG
652
Sovereign Financial Group
Connecticut
$343K -$39.3K -2,514 -10%
SSI
653
Scott & Selber Inc
Texas
$342K +$188 +12 +0.1%
WIA
654
World Investment Advisors
California
$340K – – –
BP
655
Broadleaf Partners
Ohio
$340K -$1.64M -105,024 -83%
CPWM
656
Cypress Point Wealth Management
Texas
$340K +$23.5K +1,506 +8%
YIH
657
Y-Intercept (HK)
Hong Kong
$339K +$333K +21,285 New
RCAG
658
Rehmann Capital Advisory Group
Michigan
$338K – – –
SRWM
659
Shira Ridge Wealth Management
California
$337K – – –
BFM
660
Boston Financial Management
Massachusetts
$336K -$62.9K -4,026 -16%
OWM
661
Orgel Wealth Management
Wisconsin
$334K +$19.9K +1,275 +6%
RPA
662
Rock Point Advisors
Vermont
$333K – – –
LW
663
Linscomb Wealth
Texas
$329K -$235K -15,006 -42%
AMIM
664
Aull & Monroe Investment Management
Alabama
$327K -$7.5K -480 -2%
FFM
665
Forum Financial Management
Illinois
$327K -$96.3K -6,156 -23%
RVPG
666
Relative Value Partners Group
$327K +$141 +9 +0%
WPC
667
Wedmont Private Capital
Pennsylvania
$326K +$47 +3 +0%
BWP
668
Baldwin Wealth Partners
Massachusetts
$326K -$18.8K -1,200 -6%
RA
669
Ruggaard & Associates
Ohio
$325K +$318K +20,364 New
CGFA
670
Colton Groome Financial Advisors
North Carolina
$325K -$30.5K -1,953 -9%
AAG
671
Armstrong Advisory Group
Massachusetts
$324K – – –
TCWM
672
Total Clarity Wealth Management
Illinois
$321K +$36K +2,304 +13%
PWMA
673
Pension & Wealth Management Advisors
Massachusetts
$321K +$5.02K +321 +2%
MFC
674
Morris Financial Concepts
South Carolina
$320K +$313K +20,031 New
LAIC
675
Lederer & Associates Investment Counsel
California
$319K – – –
25 26
27
28 29