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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
676
Essex Savings Bank
Connecticut
$362K -$39.6K -2,430 -10%
OWM
677
Orgel Wealth Management
Wisconsin
$361K – – –
RPA
678
Rock Point Advisors
Vermont
$357K -$2.93K -180 -0.9%
AMIM
679
Aull & Monroe Investment Management
Alabama
$354K – – –
AAG
680
Armstrong Advisory Group
Massachusetts
$354K +$3.86K +237 +1%
RVPG
681
Relative Value Partners Group
$353K +$98 +6 +0%
BWP
682
Baldwin Wealth Partners
Massachusetts
$352K +$293 +18 +0.1%
RA
683
Ruggaard & Associates
Ohio
$351K – – –
PIA
684
Pinion Investment Advisors
Kansas
$350K -$90.9K -5,574 -22%
BFM
685
Boston Financial Management
Massachusetts
$348K -$14.9K -915 -4%
SAG
686
SageView Advisory Group
California
$346K +$327K +20,061 New
MFC
687
Morris Financial Concepts
South Carolina
$345K – – –
RCWM
688
Royal Capital Wealth Management
Indiana
$344K +$4.99K +306 +2%
LAIC
689
Lederer & Associates Investment Counsel
California
$344K – – –
WCFA
690
Walkner Condon Financial Advisors
Wisconsin
$342K – – –
IC
691
IEQ Capital
California
$335K +$19.3K +1,182 +6%
CGFA
692
Colton Groome Financial Advisors
North Carolina
$335K -$15.1K -927 -5%
SWP
693
Stratos Wealth Partners
Ohio
$334K -$8.31K -510 -3%
FFM
694
Forum Financial Management
Illinois
$333K -$19.6K -1,200 -6%
ECM
695
Evergreen Capital Management
Washington
$333K – – –
AWM
696
Apollon Wealth Management
South Carolina
$332K +$11K +672 +4%
DBT
697
Dubuque Bank & Trust
Iowa
$327K – – –
TIA
698
Tiemann Investment Advisors
California
$324K -$342 -21 -0.1%
PB
699
Pinnacle Bancorp
Nebraska
$324K – – –
TCWA
700
Ten Capital Wealth Advisors
Washington
$323K -$129K -7,902 -30%
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