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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
676
Sage Financial Group
Pennsylvania
$241K +$22.2K +1,428 +9%
MIM
677
Moseley Investment Management
Florida
$240K – – –
CWA
678
Carolina Wealth Advisors
South Carolina
$238K +$420 +27 +0.2%
HIP
679
HUB Investment Partners
Texas
$237K -$16.1K -1,038 -6%
JC
680
Jacobs & Co
California
$237K +$23.1K +1,488 +10%
BWA
681
Burt Wealth Advisors
Maryland
$236K – – –
RFC
682
Regions Financial Corp
Alabama
$233K – – –
CAP
683
Columbia Advisory Partners
Washington
$232K +$258K +16,569 New
MAG
684
Mayfair Advisory Group
Alabama
$230K -$6.67K -429 -3%
GLA
685
Good Life Advisors
Pennsylvania
$230K +$1.07K +69 +0.4%
TP
686
Tranquility Partners
Tennessee
$229K +$43.2K +2,778 +20%
AWM
687
Adams Wealth Management
Utah
$229K +$255K +16,377 New
SRC
688
Sage Rhino Capital
California
$228K +$887 +57 +0.4%
YAL
689
Your Advocates Ltd
Texas
$228K +$253K +16,269 New
RWG
690
Ratio Wealth Group
Colorado
$228K – – –
BDF
691
Black Diamond Financial
Maryland
$223K +$3.55K +228 +1%
WFAG
692
Wescott Financial Advisory Group
Pennsylvania
$222K +$247K +15,876 New
CPP
693
Capasso Planning Partners
South Carolina
$220K +$47 +3 +0%
BAWC
694
Boyce & Associates Wealth Consulting
Texas
$218K +$47 +3 +0%
HWA
695
Heritage Wealth Advisors
Virginia
$218K – – –
PMFA
696
Plante Moran Financial Advisors
Michigan
$217K +$16.2K +1,041 +7%
WA
697
Waverly Advisors
Alabama
$217K +$241K +15,489 New
WTC
698
WhitTier Trust Company
Nevada
$215K – – –
OIA
699
Optimum Investment Advisors
Illinois
$213K – – –
FHA
700
Flagship Harbor Advisors
Massachusetts
$212K -$5.41K -348 -2%
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