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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
726
Good Life Advisors
Pennsylvania
$287K +$1.03K +63 +0.4%
MIM
727
Moseley Investment Management
Florida
$287K +$9.78K +600 +4%
RFC
728
Regions Financial Corp
Alabama
$287K – – –
SFG
729
Sage Financial Group
Pennsylvania
$286K +$4.3K +264 +2%
YAL
730
Your Advocates Ltd
Texas
$284K +$978 +60 +0.4%
TCWM
731
Total Clarity Wealth Management
Illinois
$283K -$59.8K -3,669 -18%
SRC
732
Sage Rhino Capital
California
$283K +$831 +51 +0.3%
RWG
733
Ratio Wealth Group
Colorado
$280K +$265K +16,275 New
BFA
734
Bill Few Associates
Pennsylvania
$275K – – –
WFAG
735
Wescott Financial Advisory Group
Pennsylvania
$275K +$489 +30 +0.2%
PWMA
736
Pension & Wealth Management Advisors
Massachusetts
$274K -$68.1K -4,179 -21%
BWA
737
Bordeaux Wealth Advisors
California
$273K – – –
FCIM
738
Fairview Capital Investment Management
California
$273K -$12.2K -750 -5%
AWC
739
Adamsbrown Wealth Consultants
Kansas
$273K +$24.9K +1,527 +11%
WA
740
Wealthstream Advisors
New York
$273K +$258K +15,849 New
LOIP
741
Live Oak Investment Partners
Texas
$273K – – –
BAM
742
Belpointe Asset Management
Nevada
$272K -$1.58M -97,038 -86%
FSWA
743
Financial Synergies Wealth Advisors
Texas
$271K +$98 +6 +0%
LWM
744
Liberty Wealth Management
California
$268K -$403K -24,714 -61%
PAM
745
Private Asset Management
California
$268K – – –
CPRC
746
Consolidated Portfolio Review Corp
New York
$266K +$2.15K +132 +0.9%
BL
747
Balentine LLC
Georgia
$266K +$251K +15,426 New
PFO
748
Pathstone Family Office
New Jersey
$265K +$251K +15,378 New
WTC
749
WhitTier Trust Company
Nevada
$265K – – –
RAG
750
RIA Advisory Group
Iowa
$264K – – –
28 29
30
31 32