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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
801
Ridgewood Investments
New Jersey
$343K +$232K +10,878 +236%
ZRP
802
Zynergy Retirement Planning
New Jersey
$341K -$3.78K -177 -1%
WTC
803
WhitTier Trust Company
Nevada
$341K – – –
CCM
804
Coldstream Capital Management
Washington
$340K -$512 -24 -0.2%
FCIM
805
Fairview Capital Investment Management
California
$339K – – –
PWP
806
Precedent Wealth Partners
Texas
$336K +$69.4K +3,249 +27%
BFM
807
Broadview Financial Management
Wisconsin
$336K +$2.05K +96 +0.6%
AFA
808
American Financial Advisors
Georgia
$334K +$1.47K +69 +0.5%
CANC
809
Culbertson A N & Co
Virginia
$333K – – –
AWM
810
Able Wealth Management
New Jersey
$331K +$384 +18 +0.1%
SEM
811
Strategic Equity Management
Arizona
$327K -$25.4K -1,191 -7%
CB
812
Commerce Bank
Missouri
$327K -$36.6K -1,713 -10%
UB
813
UMB Bank
Missouri
$326K – – –
TP
814
Tranquility Partners
Tennessee
$326K – – –
PIA
815
Pinion Investment Advisors
Kansas
$325K -$21.2K -993 -6%
PB
816
Pinnacle Bancorp
Nebraska
$324K – – –
WT
817
Whittier Trust
California
$322K – – –
CGPCS
818
Capital Group Private Client Services
California
$318K +$897 +42 +0.3%
CWM
819
Connecticut Wealth Management
Connecticut
$317K – – –
AWC
820
Adamsbrown Wealth Consultants
Kansas
$317K +$1.92K +90 +0.6%
IFG
821
Independent Financial Group
California
$316K -$48K -2,247 -14%
AWA
822
Arkadios Wealth Advisors
Georgia
$316K -$2.37K -111 -0.8%
SSA
823
Sierra Summit Advisors
Nevada
$312K – – –
WAM
824
Worth Asset Management
Texas
$312K -$2.11K -99 -0.7%
AAS
825
Ameritas Advisory Services
Nebraska
$311K -$42K -1,968 -12%
31 32
33
34 35