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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
776
Brio Consultants
California
$307K +$50K +2,895 +21%
MIM
777
Moseley Investment Management
Florida
$306K -$3.11K -180 -1%
AA
778
AlphaQ Advisors
Florida
$304K +$283K +16,401 New
TCWM
779
Total Clarity Wealth Management
Illinois
$304K -$35.5K -2,058 -11%
SFG
780
Sage Financial Group
Pennsylvania
$303K -$34.2K -1,980 -11%
RWG
781
Ratio Wealth Group
Colorado
$302K – – –
CWA
782
Carolina Wealth Advisors
South Carolina
$300K +$984 +57 +0.4%
FCH
783
Freestone Capital Holdings
Washington
$298K +$277K +16,047 New
WFAG
784
Wescott Financial Advisory Group
Pennsylvania
$297K +$570 +33 +0.2%
BFA
785
Bill Few Associates
Pennsylvania
$296K – – –
BWA
786
Bordeaux Wealth Advisors
California
$294K – – –
PP
787
PDS Planning
Ohio
$294K +$155 +9 +0.1%
LOIP
788
Live Oak Investment Partners
Texas
$294K – – –
WCM
789
WealthBridge Capital Management
Ohio
$294K -$3.42K -198 -1%
PWMA
790
Pension & Wealth Management Advisors
Massachusetts
$291K -$12.3K -711 -4%
CCM
791
Coldstream Capital Management
Washington
$291K -$48.7K -2,820 -15%
AWM
792
Able Wealth Management
New Jersey
$290K +$270K +15,648 New
AFA
793
American Financial Advisors
Georgia
$290K -$2.23K -129 -0.8%
WTC
794
WhitTier Trust Company
Nevada
$285K – – –
ONSWM
795
Old North State Wealth Management
North Carolina
$285K +$1.09K +63 +0.4%
FCIM
796
Fairview Capital Investment Management
California
$285K -$9.07K -525 -3%
OIA
797
Optimum Investment Advisors
Illinois
$282K – – –
ACP
798
Aveo Capital Partners
Colorado
$281K -$8.65K -501 -3%
TFP
799
Traction Financial Partners
Wyoming
$281K +$262K +15,156 New
AAG
800
Armstrong Advisory Group
Massachusetts
$278K -$97.1K -5,622 -27%
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