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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
676
Cahill Financial Advisors
Minnesota
$256K +$867 +54 +0.3%
HPWM
677
Highland Private Wealth Management
Washington
$254K – – –
CAM
678
Cubic Asset Management
Massachusetts
$254K +$1.83K +114 +0.7%
MIM
679
Moseley Investment Management
Florida
$253K +$275K +17,148 New
CWA
680
Carolina Wealth Advisors
South Carolina
$250K +$76.9K +4,791 +39%
BWA
681
Burt Wealth Advisors
Maryland
$248K – – –
PRWA
682
Platte River Wealth Advisors
Colorado
$246K – – –
RPA
683
Rock Point Advisors
Vermont
$245K -$8.96K -558 -3%
RFC
684
Regions Financial Corp
Alabama
$245K +$267K +16,629 New
IC
685
IEQ Capital
California
$244K – – –
AIA
686
Alera Investment Advisors
Illinois
$242K – – –
GLA
687
Good Life Advisors
Pennsylvania
$241K +$1.06K +66 +0.4%
RWG
688
Ratio Wealth Group
Colorado
$240K – – –
SRC
689
Sage Rhino Capital
California
$239K +$867 +54 +0.3%
WANY
690
Wealthspire Advisors (New York)
New York
$238K +$259K +16,131 New
JWM
691
Janiczek Wealth Management
Colorado
$235K +$27.1K +1,686 +13%
LNWWM
692
Laird Norton Wetherby Wealth Management
California
$234K +$48 +3 +0%
SFG
693
Sage Financial Group
Pennsylvania
$233K +$254K +15,819 New
CPP
694
Capasso Planning Partners
South Carolina
$232K -$6.84K -426 -3%
AFA
695
American Financial Advisors
Georgia
$232K +$2.46K +153 +1%
BDF
696
Black Diamond Financial
Maryland
$232K +$4K +249 +2%
BFG
697
Berger Financial Group
Minnesota
$230K +$10.8K +672 +4%
BAWC
698
Boyce & Associates Wealth Consulting
Texas
$229K -$5.78K -360 -2%
HWA
699
Heritage Wealth Advisors
Virginia
$229K – – –
BWM
700
BT Wealth Management
Georgia
$228K – – –
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