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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
826
Regions Financial Corp
Alabama
$389K – – –
UAS
827
United Asset Strategies
New York
$388K +$227 +10 +0.1%
YAL
828
Your Advocates Ltd
Texas
$387K +$1.18K +52 +0.3%
AC
829
Apella Capital
Connecticut
$387K +$3.75K +165 +0.9%
PWA
830
Physician Wealth Advisors
Utah
$386K +$5.57K +245 +1%
SFP
831
Shepherd Financial Partners
Massachusetts
$385K +$1.23K +54 +0.3%
GC
832
Garde Capital
Washington
$385K -$47.9K -2,106 -11%
SRC
833
Sage Rhino Capital
California
$384K +$1.05K +46 +0.3%
SPWM
834
Schrum Private Wealth Management
Florida
$384K – – –
HWP
835
Heritage Wealth Partners
Ohio
$383K +$405K +17,787 New
PSF
836
Pacific Sun Financial
California
$380K – – –
AWM
837
Apex Wealth Management
New Hampshire
$377K +$11.6K +509 +3%
RA
838
Resolute Advisors
California
$377K +$36.2K +1,592 +10%
ONSWM
839
Old North State Wealth Management
North Carolina
$377K +$1.91K +84 +0.5%
FA
840
Fiducient Advisors
Illinois
$375K +$396K +17,402 New
KA
841
Klingman & Associates
New York
$375K – – –
JPWM
842
Jamison Private Wealth Management
Georgia
$374K -$14.9K -653 -4%
NP
843
NorthRock Partners
Minnesota
$374K +$273 +12 +0.1%
GCM
844
Gibraltar Capital Management
Oklahoma
$373K – – –
PI
845
Pachira Investments
California
$372K +$43.9K +1,930 +13%
BWMG
846
Barnes Wealth Management Group
California
$372K +$91K +4,000 +30%
TCM
847
Telos Capital Management
California
$371K -$107K -4,711 -21%
AA
848
AlphaQ Advisors
Florida
$371K +$1.41K +62 +0.4%
CIA
849
Capital Investment Advisors
Georgia
$370K +$71K +3,120 +22%
GLA
850
Good Life Advisors
Pennsylvania
$367K +$1.18K +52 +0.3%
32 33
34
35 36