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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$232K -$19.9K -1,275 -8%
AWC
752
Adamsbrown Wealth Consultants
Kansas
$229K +$8.3K +531 +4%
PK
753
Pflug Koory
Nebraska
$228K – – –
CCP
754
Clarkston Capital Partners
Michigan
$228K +$797 +51 +0.4%
VCM
755
Versant Capital Management
Arizona
$228K +$94 +6 +0%
CGPCS
756
Capital Group Private Client Services
California
$228K +$844 +54 +0.4%
QCMNJ
757
Quantum Capital Management (New Jersey)
New Jersey
$225K +$375 +24 +0.2%
OCM
758
Osterweis Capital Management
California
$224K – – –
GLLW
759
Graves Light Lenhart Wealth
Virginia
$223K +$797 +51 +0.4%
CWA
760
Carolina Wealth Advisors
South Carolina
$221K -$49.3K -3,150 -19%
SM
761
Sensible Money
Arizona
$221K -$1.31K -84 -0.6%
CIP
762
Capital Insight Partners
Arizona
$220K – – –
HWA
763
Heritage Wealth Advisors
Virginia
$219K -$28.1K -1,794 -12%
CAP
764
Columbia Advisory Partners
Washington
$219K -$39.3K -2,514 -15%
CWM
765
C2C Wealth Management
Arizona
$219K +$94 +6 +0%
NCM
766
Narwhal Capital Management
Georgia
$218K +$214K +13,656 New
CFA
767
Cahill Financial Advisors
Minnesota
$217K +$704 +45 +0.3%
BFO
768
Biltmore Family Office
North Carolina
$217K +$108K +6,879 +102%
TFA
769
Triad Financial Advisors
North Carolina
$216K – – –
SG
770
StoneX Group
New York
$213K -$4.22K -270 -2%
SOS
771
Silver Oak Securities
Tennessee
$212K -$69.6K -4,452 -25%
FFA
772
Farther Finance Advisors
California
$209K +$58.1K +3,714 +39%
KBFS
773
Kohmann Bosshard Financial Services
Ohio
$209K +$205K +13,125 New
PFPT
774
Pinnacle Financial Partners (Tennessee)
Tennessee
$208K – – –
OC
775
Oppenheimer & Co
New York
$207K +$203K +12,960 New
29 30
31
32 33