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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
776
Anchor Investment Management
South Carolina
$382K -$20.9K -981 -5%
FRA
777
Front Row Advisors
California
$382K – – –
GLA
778
Good Life Advisors
Pennsylvania
$377K +$3.27K +153 +0.9%
AMM
779
American Money Management
California
$376K – – –
JC
780
Jacobs & Co
California
$375K -$64 -3 -0%
KA
781
Klingman & Associates
New York
$373K – – –
BDF
782
Black Diamond Financial
Maryland
$373K -$43.6K -2,043 -11%
YAL
783
Your Advocates Ltd
Texas
$372K +$2.24K +105 +0.6%
AA
784
AlphaQ Advisors
Florida
$369K +$7.37K +345 +2%
AP
785
Appleton Partners
Massachusetts
$369K -$28.9K -1,353 -8%
TCWM
786
Total Clarity Wealth Management
Illinois
$369K +$16.1K +756 +5%
MIM
787
Moseley Investment Management
Florida
$365K – – –
VFA
788
Valeo Financial Advisors
Indiana
$365K +$18.7K +876 +6%
BWP
789
Baldwin Wealth Partners
Massachusetts
$359K -$20K -939 -5%
PI
790
Pachira Investments
California
$359K +$87.3K +4,089 +34%
BFA
791
Bill Few Associates
Pennsylvania
$354K – – –
IFA
792
Index Fund Advisors
California
$354K +$21.9K +1,026 +7%
CNBT
793
Canandaigua National Bank & Trust
New York
$353K – – –
RA
794
Resolute Advisors
California
$352K +$339K +15,870 New
LOIP
795
Live Oak Investment Partners
Texas
$351K – – –
FSWA
796
Financial Synergies Wealth Advisors
Texas
$349K +$256 +12 +0.1%
ESB
797
Essex Savings Bank
Connecticut
$349K -$144K -6,762 -30%
BFG
798
Berger Financial Group
Minnesota
$347K -$2.95K -138 -0.9%
WCM
799
WealthBridge Capital Management
Ohio
$345K -$12.5K -585 -4%
GM
800
GeoWealth Management
Illinois
$344K +$332K +15,534 New
30 31
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