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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
751
Old North State Wealth Management
North Carolina
$262K +$880 +54 +0.4%
OIA
752
Optimum Investment Advisors
Illinois
$262K – – –
CPCM
753
Cardinal Point Capital Management
Ontario, Canada
$262K +$247K +15,177 New
AFA
754
American Financial Advisors
Georgia
$260K +$831 +51 +0.3%
TP
755
Tranquility Partners
Tennessee
$258K -$4.74K -291 -2%
BFM
756
Broadview Financial Management
Wisconsin
$256K +$880 +54 +0.4%
CWM
757
Connecticut Wealth Management
Connecticut
$256K +$49 +3 +0%
WP
758
WealthShield Partners
North Carolina
$255K -$74K -4,539 -23%
FA
759
Fiduciary Alliance
South Carolina
$255K +$1.32K +81 +0.6%
AAS
760
Avantax Advisory Services
Texas
$255K +$31.5K +1,935 +15%
LWM
761
Ledge Wealth Management
Minnesota
$254K -$391 -24 -0.2%
UB
762
UMB Bank
Missouri
$253K – – –
PP
763
PDS Planning
Ohio
$249K -$67K -4,113 -22%
QCMNJ
764
Quantum Capital Management (New Jersey)
New Jersey
$247K +$4.06K +249 +2%
PSCM
765
Per Stirling Capital Management
Texas
$247K -$6.99K -429 -3%
VCM
766
Versant Capital Management
Arizona
$247K +$831 +51 +0.4%
BAWC
767
Boyce & Associates Wealth Consulting
Texas
$247K -$13.6K -837 -6%
CGPCS
768
Capital Group Private Client Services
California
$247K +$734 +45 +0.3%
PK
769
Pflug Koory
Nebraska
$247K – – –
CCP
770
Clarkston Capital Partners
Michigan
$246K – – –
CWA
771
Carolina Wealth Advisors
South Carolina
$245K +$5.77K +354 +3%
CWM
772
C2C Wealth Management
Arizona
$243K +$147 +9 +0.1%
OCM
773
Osterweis Capital Management
California
$242K – – –
GLLW
774
Graves Light Lenhart Wealth
Virginia
$241K – – –
PI
775
Pachira Investments
California
$241K +$228K +13,962 New
29 30
31
32 33