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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
776
Sage Rhino Capital
California
$369K +$6.81K +336 +2%
NP
777
NorthRock Partners
Minnesota
$367K -$112K -5,526 -24%
BWA
778
Burt Wealth Advisors
Maryland
$367K -$15K -741 -4%
FRA
779
Front Row Advisors
California
$362K +$1.03K +51 +0.3%
BWP
780
Baldwin Wealth Partners
Massachusetts
$359K +$12.2K +600 +4%
PO
781
Private Ocean
California
$356K -$7.78K -384 -2%
PWMA
782
Pension & Wealth Management Advisors
Massachusetts
$355K +$18K +888 +6%
AMM
783
American Money Management
California
$355K – – –
JC
784
Jacobs & Co
California
$355K +$3.95K +195 +1%
GLA
785
Good Life Advisors
Pennsylvania
$353K – – –
KA
786
Klingman & Associates
New York
$353K – – –
YAL
787
Your Advocates Ltd
Texas
$349K – – –
LWM
788
Liberty Wealth Management
California
$348K +$3.88M +191,640 +1,214%
MPW
789
Monterey Private Wealth
California
$347K -$107K -5,283 -24%
IFG
790
Independent Financial Group
California
$346K -$106K -5,244 -24%
MIM
791
Moseley Investment Management
Florida
$345K – – –
SW
792
Simplicity Wealth
New Jersey
$345K -$143K -7,044 -30%
CB
793
Commerce Bank
Missouri
$345K +$333K +16,443 New
AA
794
AlphaQ Advisors
Florida
$342K +$729 +36 +0.2%
WCM
795
WealthBridge Capital Management
Ohio
$338K – – –
P
796
&Partners
Tennessee
$338K +$327K +16,125 New
AAS
797
Ameritas Advisory Services
Nebraska
$335K -$38.7K -1,911 -11%
BFA
798
Bill Few Associates
Pennsylvania
$335K – – –
SEM
799
Strategic Equity Management
Arizona
$334K -$80.9K -3,993 -20%
CNBT
800
Canandaigua National Bank & Trust
New York
$333K +$322K +15,900 New
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