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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
726
Pinnacle Bancorp
Nebraska
$548K +$246K +10,807 +74%
TIM
727
Total Investment Management
Arizona
$547K +$54.6K +2,400 +10%
AWA
728
Aquire Wealth Advisors
Utah
$544K – – –
PWMAG
729
Pinnacle Wealth Management Advisory Group
New Jersey
$543K +$2K +88 +0.3%
MPCL
730
My Personal CFO LLC
Washington
$543K +$432 +19 +0.1%
SWM
731
Shakespeare Wealth Management
Wisconsin
$540K -$6.98K -307 -1%
OFP
732
OLIO Financial Planning
Virginia
$534K -$20.3K -893 -3%
SSI
733
Scott & Selber Inc
Texas
$533K +$364 +16 +0.1%
GP
734
Greenline Partners
New York
$530K +$4.37M +192,298 +784%
ACM
735
Armbruster Capital Management
New York
$529K -$19.9K -876 -3%
WF
736
Womack Financial
Texas
$526K +$2.98K +131 +0.5%
BIA
737
Bell Investment Advisors
California
$526K -$511K -22,453 -48%
SWP
738
Stratos Wealth Partners
Ohio
$524K +$27.8K +1,220 +5%
GC
739
Gilbert & Cook
Iowa
$523K – – –
FM
740
Foster & Motley
Ohio
$521K -$138K -6,086 -20%
CFA
741
Capstone Financial Advisors
Illinois
$521K +$3.46K +152 +0.6%
RFA
742
Rollins Financial Advisors
New York
$520K – – –
AL
743
ACAS LLC
California
$519K -$13.6K -600 -2%
SFG
744
Sage Financial Group
Pennsylvania
$518K +$133K +5,846 +32%
BP
745
Broadleaf Partners
Ohio
$517K +$11.6K +511 +2%
SAM
746
Summit Asset Management
Tennessee
$516K +$17.1K +753 +3%
NS
747
NBC Securities
Alabama
$514K +$543K +23,858 +103,730%
TW
748
TritonPoint Wealth
Maryland
$514K +$5.91K +260 +1%
RAG
749
RIA Advisory Group
Iowa
$513K +$4.87K +214 +0.9%
SWA
750
Sightline Wealth Advisors
Connecticut
$513K -$8.3K -365 -2%
28 29
30
31 32