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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
701
Flagship Harbor Advisors
Massachusetts
$266K +$11.8K +675 +5%
AIM
702
Aurora Investment Managers
Florida
$266K +$263K +14,958 New
WCFA
703
Walkner Condon Financial Advisors
Wisconsin
$265K – – –
PP
704
PDS Planning
Ohio
$265K +$105 +6 +0%
CCP
705
Clarkston Capital Partners
Michigan
$265K +$2.42K +138 +0.9%
CWM
706
Cadence Wealth Management
Massachusetts
$261K -$79.4K -4,521 -24%
BST
707
Bath Savings Trust
Maine
$260K – – –
SSB
708
Sandy Spring Bank
Maryland
$260K +$5.32K +303 +2%
BFM
709
Broadview Financial Management
Wisconsin
$259K +$737 +42 +0.3%
ML
710
McAdam LLC
Pennsylvania
$258K +$41.3K +2,355 +19%
BDWCC
711
B&D White Capital Company
Texas
$257K +$3.63K +207 +1%
PMFA
712
Plante Moran Financial Advisors
Michigan
$256K -$19.7K -1,122 -7%
OCM
713
Osterweis Capital Management
California
$250K – – –
KA
714
Klingman & Associates
New York
$249K – – –
HFA
715
HC Financial Advisors
California
$249K +$53 +3 +0%
WFS
716
Walker Financial Services
Kentucky
$248K +$245K +13,947 New
WAP
717
Wealthcare Advisory Partners
Pennsylvania
$248K -$11.4K -651 -4%
FBB
718
Fulton Breakefield Broenniman
Maryland
$246K -$20.9K -1,191 -8%
AWC
719
Adamsbrown Wealth Consultants
Kansas
$246K – – –
CIP
720
Capital Insight Partners
Arizona
$246K – – –
RPWA
721
Regent Peak Wealth Advisors
Georgia
$246K +$1.05K +60 +0.4%
LFG
722
Larson Financial Group
Missouri
$244K +$10.6K +603 +5%
CWM
723
C2C Wealth Management
Arizona
$241K – – –
TFA
724
Triad Financial Advisors
North Carolina
$241K – – –
VHAM
725
Van Hulzen Asset Management
California
$240K -$10.6K -606 -4%
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