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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
726
Bill Few Associates
Pennsylvania
$255K – – –
WFAG
727
Wescott Financial Advisory Group
Pennsylvania
$254K +$469 +30 +0.2%
BWA
728
Bordeaux Wealth Advisors
California
$253K +$248K +15,867 New
LOIP
729
Live Oak Investment Partners
Texas
$252K – – –
WA
730
Waverly Advisors
Alabama
$251K +$47 +3 +0%
FSWA
731
Financial Synergies Wealth Advisors
Texas
$251K +$188 +12 +0.1%
VFA
732
Valeo Financial Advisors
Indiana
$249K +$281 +18 +0.1%
PAM
733
Private Asset Management
California
$248K -$9.38K -600 -4%
WTC
734
WhitTier Trust Company
Nevada
$245K – – –
CCMI
735
Creative Capital Management Investments
California
$245K +$235 +15 +0.1%
RAG
736
RIA Advisory Group
Iowa
$244K +$240K +15,324 New
CPRC
737
Consolidated Portfolio Review Corp
New York
$244K +$240K +15,321 New
BCM
738
Brainard Capital Management
Texas
$244K +$938 +60 +0.4%
TP
739
Tranquility Partners
Tennessee
$243K +$422 +27 +0.2%
OIA
740
Optimum Investment Advisors
Illinois
$242K – – –
ONSWM
741
Old North State Wealth Management
North Carolina
$242K -$36K -2,304 -13%
BAWC
742
Boyce & Associates Wealth Consulting
Texas
$241K +$47 +3 +0%
AFA
743
American Financial Advisors
Georgia
$240K +$19.4K +1,242 +9%
CWM
744
Connecticut Wealth Management
Connecticut
$237K +$232K +14,862 New
BFM
745
Broadview Financial Management
Wisconsin
$236K +$891 +57 +0.4%
TI
746
Trexquant Investment
Connecticut
$236K +$231K +14,796 New
PSCM
747
Per Stirling Capital Management
Texas
$236K -$14K -894 -6%
LWM
748
Ledge Wealth Management
Minnesota
$235K – – –
FA
749
Fiduciary Alliance
South Carolina
$235K +$3.75K +240 +2%
FBB
750
Fulton Breakefield Broenniman
Maryland
$234K +$235 +15 +0.1%
28 29
30
31 32