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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
701
Heritage Wealth Advisors
Virginia
$229K – – –
BWM
702
BT Wealth Management
Georgia
$228K – – –
FHA
703
Flagship Harbor Advisors
Massachusetts
$228K +$8.38K +522 +3%
JC
704
Jacobs & Co
California
$227K -$41.8K -2,607 -14%
WTC
705
WhitTier Trust Company
Nevada
$226K – – –
NL
706
NWAM LLC
Washington
$224K -$106K -6,633 -31%
OIA
707
Optimum Investment Advisors
Illinois
$224K – – –
LWM
708
Ledge Wealth Management
Minnesota
$223K – – –
AIM
709
Aurora Investment Managers
Florida
$222K +$1.3K +81 +0.5%
SWIM
710
Smallwood Wealth Investment Management
New Jersey
$220K +$240K +14,958 New
SSB
711
Sandy Spring Bank
Maryland
$216K +$96 +6 +0%
BFM
712
Broadview Financial Management
Wisconsin
$215K +$915 +57 +0.4%
BDWCC
713
B&D White Capital Company
Texas
$214K +$1.11K +69 +0.5%
PMFA
714
Plante Moran Financial Advisors
Michigan
$213K +$626 +39 +0.3%
CWM
715
C2C Wealth Management
Arizona
$211K +$144 +9 +0.1%
AWA
716
Arkadios Wealth Advisors
Georgia
$210K -$275K -17,148 -55%
CCP
717
Clarkston Capital Partners
Michigan
$208K -$13K -807 -5%
OCM
718
Osterweis Capital Management
California
$207K – – –
HFA
719
HC Financial Advisors
California
$206K – – –
KA
720
Klingman & Associates
New York
$206K – – –
AC
721
Apella Capital
Connecticut
$206K +$225K +14,010 New
VFA
722
Valeo Financial Advisors
Indiana
$204K -$202K -12,597 -48%
CIP
723
Capital Insight Partners
Arizona
$204K – – –
FBB
724
Fulton Breakefield Broenniman
Maryland
$204K +$193 +12 +0.1%
MFT
725
Moisand Fitzgerald Tamayo
Florida
$204K +$71.8K +4,473 +48%
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