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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
826
Heritage Oak Wealth Advisors
Florida
$488K -$18.1K -689 -3%
AUB
827
Atlantic Union Bankshares
Virginia
$485K +$113K +4,323 +29%
TH
828
Team Hewins
California
$484K +$223K +8,516 +79%
BIM
829
Baldwin Investment Management
Pennsylvania
$482K +$210 +8 +0%
7WCP
830
71 West Capital Partners
Massachusetts
$482K – – –
AIM
831
Anchor Investment Management
South Carolina
$479K – – –
GC
832
Gilbert & Cook
Iowa
$476K – – –
RWP
833
Revolve Wealth Partners
New Jersey
$476K +$16.6K +632 +3%
AFGAS
834
Allegiance Financial Group Advisory Services
Virginia
$476K – – –
CCA
835
Clarity Capital Advisors
Florida
$474K +$82.2K +3,134 +20%
VAG
836
VisionPoint Advisory Group
Texas
$473K – – –
EHC
837
Everett Harris & Co
California
$471K +$52.5K +2,000 +12%
S4W
838
Solutions 4 Wealth
Texas
$471K +$4.15K +158 +0.8%
CPG
839
Cornerstone Planning Group
New Jersey
$470K -$1.57K -60 -0.4%
FBB
840
Fulton Breakefield Broenniman
Maryland
$470K +$9.95K +379 +2%
DC
841
Davenport & Co
Virginia
$469K +$491K +18,698 New
SWP
842
Strategic Wealth Partners
Ohio
$466K -$6.38K -243 -1%
CWA
843
Clarity Wealth Advisors
California
$466K -$23.3K -887 -5%
HCP
844
Hardin Capital Partners
South Carolina
$465K +$892 +34 +0.2%
CWA
845
Canvas Wealth Advisors
Kansas
$455K +$476K +18,124 New
SFP
846
Shepherd Financial Partners
Massachusetts
$454K +$1.34K +51 +0.3%
RCWM
847
Royal Capital Wealth Management
Indiana
$454K +$131 +5 +0%
NW
848
Naviter Wealth
Arkansas
$454K -$94.6K -3,606 -17%
LWM
849
Lakeridge Wealth Management
Ohio
$453K -$15.1K -575 -3%
RFC
850
Regions Financial Corp
Alabama
$453K – – –
32 33
34
35 36