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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
801
Vickerman Investment Advisors
Washington
$450K +$1.23K +56 +0.3%
VAG
802
VisionPoint Advisory Group
Texas
$449K – – –
SHA
803
Seneca House Advisors
Virginia
$448K +$57.1K +2,591 +16%
ACM
804
AlphaStar Capital Management
North Carolina
$446K +$412K +18,719 New
AC
805
Apella Capital
Connecticut
$445K +$1.01K +46 +0.2%
FA
806
Fiduciary Alliance
South Carolina
$445K -$45.2K -2,053 -10%
AT
807
Arlington Trust
Alabama
$445K -$14.2K -645 -3%
LWM
808
Lakeridge Wealth Management
Ohio
$445K -$38.1K -1,730 -8%
FBB
809
Fulton Breakefield Broenniman
Maryland
$443K +$661 +30 +0.2%
SFS
810
Sowell Financial Services
Arkansas
$441K -$63.5K -2,885 -13%
WS
811
Wedbush Securities
California
$441K -$6.28K -285 -2%
HCP
812
Hardin Capital Partners
South Carolina
$440K +$2.93K +133 +0.7%
TIA
813
Tiemann Investment Advisors
California
$440K -$4.63K -210 -1%
RWP
814
Revolve Wealth Partners
New Jersey
$438K -$5.66K -257 -1%
LWM
815
Level Wealth Management
North Carolina
$438K – – –
S4W
816
Solutions 4 Wealth
Texas
$437K -$40.3K -1,831 -9%
VFA
817
Valeo Financial Advisors
Indiana
$434K -$9.82K -446 -2%
GC
818
Garde Capital
Washington
$432K +$5.68K +258 +1%
PWA
819
Physician Wealth Advisors
Utah
$431K +$3.85K +175 +1%
HR
820
Hardy Reed
Mississippi
$431K – – –
RCWM
821
Royal Capital Wealth Management
Indiana
$431K +$110 +5 +0%
RFC
822
Regions Financial Corp
Alabama
$430K – – –
YAL
823
Your Advocates Ltd
Texas
$430K +$1.1K +50 +0.3%
SFP
824
Shepherd Financial Partners
Massachusetts
$428K +$1.17K +53 +0.3%
SRC
825
Sage Rhino Capital
California
$427K +$969 +44 +0.2%
31 32
33
34 35