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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
726
Wescott Financial Advisory Group
Pennsylvania
$238K +$496 +33 +0.2%
PMFA
727
Plante Moran Financial Advisors
Michigan
$237K +$5.28K +351 +2%
LOIP
728
Live Oak Investment Partners
Texas
$236K – – –
WA
729
Waverly Advisors
Alabama
$235K +$4.06K +270 +2%
CPP
730
Capasso Planning Partners
South Carolina
$235K +$45 +3 +0%
FSWA
731
Financial Synergies Wealth Advisors
Texas
$234K +$183K +12,201 +349%
PSCM
732
Per Stirling Capital Management
Texas
$234K +$235K +15,660 New
BWM
733
BlackDiamond Wealth Management
New York
$234K +$230K +15,297 New
VFA
734
Valeo Financial Advisors
Indiana
$233K -$106K -7,065 -31%
HWA
735
Heritage Wealth Advisors
Virginia
$232K – – –
WTC
736
WhitTier Trust Company
Nevada
$229K – – –
ML
737
McAdam LLC
Pennsylvania
$229K +$91.2K +6,069 New
CCMI
738
Creative Capital Management Investments
California
$229K +$230K +15,336 New
BCM
739
Brainard Capital Management
Texas
$228K +$229K +15,261 New
TP
740
Tranquility Partners
Tennessee
$228K -$16.9K -1,125 -7%
OIA
741
Optimum Investment Advisors
Illinois
$227K – – –
NL
742
NWAM LLC
Washington
$227K +$228K +15,162 New
BAWC
743
Boyce & Associates Wealth Consulting
Texas
$226K -$6.4K -426 -3%
FCIM
744
Fairview Capital Investment Management
California
$226K +$227K +15,114 New
AWA
745
Arkadios Wealth Advisors
Georgia
$224K +$226K +15,018 New
FPFS
746
First Personal Financial Services
North Carolina
$224K -$45.1K -3,000 -17%
SWIM
747
Smallwood Wealth Investment Management
New Jersey
$223K – – –
BFM
748
Broadview Financial Management
Wisconsin
$220K +$992 +66 +0.4%
LWM
749
Ledge Wealth Management
Minnesota
$220K -$6.09K -405 -3%
UB
750
UMB Bank
Missouri
$220K – – –
28 29
30
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