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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
726
Private Ocean
California
$286K +$1.09K +63 +0.4%
WA
727
Wealthstream Advisors
New York
$284K +$21K +1,215 +8%
RAG
728
RIA Advisory Group
Iowa
$284K +$30.1K +1,737 +11%
AMM
729
American Money Management
California
$282K – – –
JC
730
Jacobs & Co
California
$281K -$52 -3 -0%
KA
731
Klingman & Associates
New York
$280K – – –
AWM
732
Apollon Wealth Management
South Carolina
$278K -$43.9K -2,535 -13%
GLA
733
Good Life Advisors
Pennsylvania
$278K +$1.04K +60 +0.4%
TP
734
Tranquility Partners
Tennessee
$278K +$30.3K +1,752 +12%
MIM
735
Moseley Investment Management
Florida
$277K – – –
AAS
736
Avantax Advisory Services
Texas
$277K +$32.3K +1,866 +13%
RFC
737
Regions Financial Corp
Alabama
$276K – – –
YAL
738
Your Advocates Ltd
Texas
$275K +$1.09K +63 +0.4%
SRC
739
Sage Rhino Capital
California
$274K +$883 +51 +0.3%
PWMA
740
Pension & Wealth Management Advisors
Massachusetts
$272K +$8K +462 +3%
RWG
741
Ratio Wealth Group
Colorado
$270K – – –
LFG
742
Larson Financial Group
Missouri
$270K +$64.6K +3,735 +30%
CWA
743
Carolina Wealth Advisors
South Carolina
$268K +$33K +1,905 +13%
CPSAC
744
Chas P. Smith & Associates (CPS)
Florida
$267K +$278K +16,050 New
WCM
745
WealthBridge Capital Management
Ohio
$266K -$104K -5,988 -27%
WFAG
746
Wescott Financial Advisory Group
Pennsylvania
$266K +$519 +30 +0.2%
BFA
747
Bill Few Associates
Pennsylvania
$265K – – –
BWA
748
Bordeaux Wealth Advisors
California
$264K – – –
FCIM
749
Fairview Capital Investment Management
California
$264K – – –
EWM
750
Executive Wealth Management
Michigan
$263K +$274K +15,846 New
28 29
30
31 32