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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
776
Apella Capital
Connecticut
$240K +$227K +13,929 New
SM
777
Sensible Money
Arizona
$238K +$49 +3 +0%
CIP
778
Capital Insight Partners
Arizona
$238K – – –
HWA
779
Heritage Wealth Advisors
Virginia
$237K – – –
CAP
780
Columbia Advisory Partners
Washington
$237K – – –
CFA
781
Cahill Financial Advisors
Minnesota
$236K +$734 +45 +0.3%
TFA
782
Triad Financial Advisors
North Carolina
$233K – – –
NCM
783
Narwhal Capital Management
Georgia
$232K -$2.74K -168 -1%
DFC
784
DB Fitzpatrick & Co
Idaho
$231K +$32K +1,965 +17%
PMFA
785
Plante Moran Financial Advisors
Michigan
$229K -$20.5K -1,260 -9%
PFPT
786
Pinnacle Financial Partners (Tennessee)
Tennessee
$225K – – –
FBB
787
Fulton Breakefield Broenniman
Maryland
$221K -$30.6K -1,878 -13%
OPWM
788
Oxinas Partners Wealth Management
Indiana
$221K -$342 -21 -0.2%
MA
789
MONECO Advisors
Connecticut
$221K – – –
CWS
790
Cypress Wealth Services
California
$220K -$2.54K -156 -1%
VWM
791
Vigilare Wealth Management
Arizona
$220K +$98 +6 +0%
ANB
792
Amarillo National Bank
Texas
$219K – – –
CIM
793
Chapman Investment Management
California
$218K +$206K +12,645 New
CIA
794
Choate Investment Advisors
Massachusetts
$218K – – –
WFS
795
Walker Financial Services
Kentucky
$218K -$196 -12 -0.1%
LF
796
LifeSteps Financial
California
$217K +$205K +12,564 New
FFWA
797
FRG Family Wealth Advisors
Washington
$216K +$49 +3 +0%
AIM
798
Aurora Investment Managers
Florida
$216K -$1.76K -108 -0.9%
EW
799
Element Wealth
Mississippi
$216K +$33.3K +2,040 +19%
LFG
800
Larson Financial Group
Missouri
$216K +$4.94K +303 +2%
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