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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
676
World Investment Advisors
California
$355K – – –
BL
677
Balentine LLC
Georgia
$353K +$101K +5,808 +38%
RCAG
678
Rehmann Capital Advisory Group
Michigan
$352K – – –
ESB
679
Essex Savings Bank
Connecticut
$352K +$3.32K +192 +0.9%
SRWM
680
Shira Ridge Wealth Management
California
$351K – – –
WA
681
Waverly Advisors
Alabama
$350K -$4.83K -279 -1%
AAG
682
Armstrong Advisory Group
Massachusetts
$343K +$1.71K +99 +0.5%
AFG
683
ABLE Financial Group
Arizona
$342K -$49.3K -2,847 -12%
EWP
684
Elevation Wealth Partners
California
$342K -$31.6K -1,827 -8%
RVPG
685
Relative Value Partners Group
$341K +$104 +6 +0%
RPA
686
Rock Point Advisors
Vermont
$339K -$5.71K -330 -2%
BFM
687
Boston Financial Management
Massachusetts
$337K +$1.3K +75 +0.4%
MFC
688
Morris Financial Concepts
South Carolina
$333K – – –
PIA
689
Pinion Investment Advisors
Kansas
$333K -$4.83K -279 -1%
SWP
690
Stratos Wealth Partners
Ohio
$332K +$10.3K +594 +3%
LAIC
691
Lederer & Associates Investment Counsel
California
$332K – – –
WCFA
692
Walkner Condon Financial Advisors
Wisconsin
$330K – – –
PL
693
Plancorp LLC
Missouri
$324K +$338K +19,506 New
IC
694
IEQ Capital
California
$323K – – –
CGFA
695
Colton Groome Financial Advisors
North Carolina
$323K – – –
RA
696
Ruggaard & Associates
Ohio
$322K -$17.1K -990 -5%
ECM
697
Evergreen Capital Management
Washington
$321K – – –
WAM
698
Worth Asset Management
Texas
$318K -$188K -10,890 -36%
AC
699
Apella Capital
Connecticut
$318K +$90K +5,202 +37%
PB
700
Pinnacle Bancorp
Nebraska
$312K – – –
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