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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
776
Pflug Koory
Nebraska
$231K -$7.01K -405 -3%
CIP
777
Capital Insight Partners
Arizona
$230K – – –
PI
778
Pachira Investments
California
$229K -$2.91K -168 -1%
GBWM
779
Granite Bay Wealth Management
New Hampshire
$229K +$229K +13,230 New
HWA
780
Heritage Wealth Advisors
Virginia
$229K – – –
CCP
781
Clarkston Capital Partners
Michigan
$228K -$9.97K -576 -4%
CFA
782
Cahill Financial Advisors
Minnesota
$228K +$571 +33 +0.2%
CWM
783
C2C Wealth Management
Arizona
$228K +$104 +6 +0%
BC
784
Brio Consultants
California
$227K +$236K +13,632 New
PSCM
785
Per Stirling Capital Management
Texas
$225K -$13.8K -798 -6%
TFA
786
Triad Financial Advisors
North Carolina
$225K – – –
QCMNJ
787
Quantum Capital Management (New Jersey)
New Jersey
$223K -$16.1K -933 -7%
PPW
788
Parcion Private Wealth
Washington
$221K +$231K +13,329 New
PMFA
789
Plante Moran Financial Advisors
Michigan
$221K – – –
PFPT
790
Pinnacle Financial Partners (Tennessee)
Tennessee
$217K – – –
CAP
791
Columbia Advisory Partners
Washington
$216K -$12.7K -735 -5%
BTI
792
Blue Trust Inc
Georgia
$215K -$120K -6,906 -36%
MA
793
MONECO Advisors
Connecticut
$213K – – –
LF
794
LifeSteps Financial
California
$212K +$3.89K +225 +2%
CWS
795
Cypress Wealth Services
California
$212K +$3.58K +207 +2%
ANB
796
Amarillo National Bank
Texas
$212K – – –
AIM
797
Aurora Investment Managers
Florida
$209K – – –
CST
798
Charles Schwab Trust
Nevada
$209K +$218K +12,570 New
VWM
799
Vigilare Wealth Management
Arizona
$209K -$3.69K -213 -2%
FFWA
800
FRG Family Wealth Advisors
Washington
$209K +$52 +3 +0%
30 31
32
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