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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
776
Capital Insight Partners
Arizona
$230K – – –
PI
777
Pachira Investments
California
$229K -$2.91K -168 -1%
HWA
778
Heritage Wealth Advisors
Virginia
$229K – – –
CCP
779
Clarkston Capital Partners
Michigan
$228K -$9.97K -576 -4%
CFA
780
Cahill Financial Advisors
Minnesota
$228K +$571 +33 +0.2%
CWM
781
C2C Wealth Management
Arizona
$228K +$104 +6 +0%
BC
782
Brio Consultants
California
$227K +$236K +13,632 New
PSCM
783
Per Stirling Capital Management
Texas
$225K -$13.8K -798 -6%
TFA
784
Triad Financial Advisors
North Carolina
$225K – – –
QCMNJ
785
Quantum Capital Management (New Jersey)
New Jersey
$223K -$16.1K -933 -7%
PPW
786
Parcion Private Wealth
Washington
$221K +$231K +13,329 New
PMFA
787
Plante Moran Financial Advisors
Michigan
$221K – – –
PFPT
788
Pinnacle Financial Partners (Tennessee)
Tennessee
$217K – – –
CAP
789
Columbia Advisory Partners
Washington
$216K -$12.7K -735 -5%
BTI
790
Blue Trust Inc
Georgia
$215K -$120K -6,906 -36%
MA
791
MONECO Advisors
Connecticut
$213K – – –
LF
792
LifeSteps Financial
California
$212K +$3.89K +225 +2%
CWS
793
Cypress Wealth Services
California
$212K +$3.58K +207 +2%
ANB
794
Amarillo National Bank
Texas
$212K – – –
AIM
795
Aurora Investment Managers
Florida
$209K – – –
CST
796
Charles Schwab Trust
Nevada
$209K +$218K +12,570 New
VWM
797
Vigilare Wealth Management
Arizona
$209K -$3.69K -213 -2%
FFWA
798
FRG Family Wealth Advisors
Washington
$209K +$52 +3 +0%
BW
799
BIP Wealth
Georgia
$208K +$216K +12,501 New
FBB
800
Fulton Breakefield Broenniman
Maryland
$208K -$5.71K -330 -3%
30 31
32
33 34