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