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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
801
Total Clarity Wealth Management
Illinois
$333K -$10.5K -519 -3%
PP
802
PDS Planning
Ohio
$333K – – –
AWM
803
Abound Wealth Management
Tennessee
$332K -$4.32K -213 -1%
LOIP
804
Live Oak Investment Partners
Texas
$332K – – –
BFG
805
Berger Financial Group
Minnesota
$330K -$20.7K -1,020 -6%
FSWA
806
Financial Synergies Wealth Advisors
Texas
$330K – – –
PSCM
807
Per Stirling Capital Management
Texas
$329K +$43.8K +2,160 +16%
PIA
808
Pinion Investment Advisors
Kansas
$328K -$102K -5,052 -24%
VFA
809
Valeo Financial Advisors
Indiana
$327K +$29.7K +1,467 +10%
BC
810
Brio Consultants
California
$326K -$23K -1,134 -7%
ZRP
811
Zynergy Retirement Planning
New Jersey
$326K +$315K +15,552 New
ONSWM
812
Old North State Wealth Management
North Carolina
$325K +$972 +48 +0.3%
HWA
813
Heartwood Wealth Advisors
Virginia
$322K +$312K +15,384 New
WTC
814
WhitTier Trust Company
Nevada
$322K – – –
CCM
815
Coldstream Capital Management
Washington
$322K -$10.6K -522 -3%
FCIM
816
Fairview Capital Investment Management
California
$321K -$608 -30 -0.2%
TCM
817
Traynor Capital Management
Pennsylvania
$317K +$307K +15,144 New
BFM
818
Broadview Financial Management
Wisconsin
$315K – – –
CANC
819
Culbertson A N & Co
Virginia
$314K – – –
AFA
820
American Financial Advisors
Georgia
$314K -$13.7K -678 -4%
IFA
821
Index Fund Advisors
California
$313K +$19.9K +981 +7%
AWM
822
Able Wealth Management
New Jersey
$313K – – –
UB
823
UMB Bank
Missouri
$308K – – –
TP
824
Tranquility Partners
Tennessee
$308K – – –
PB
825
Pinnacle Bancorp
Nebraska
$306K -$84.2K -4,155 -22%
31 32
33
34 35