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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
851
WealthBridge Capital Management
Ohio
$353K +$160 +7 +0%
ESB
852
Essex Savings Bank
Connecticut
$353K -$3.93K -172 -1%
PI
853
Pachira Investments
California
$352K -$17K -743 -5%
PIA
854
Pinion Investment Advisors
Kansas
$349K +$16.6K +727 +5%
WTC
855
WhitTier Trust Company
Nevada
$349K – – –
MCA
856
Magnolia Capital Advisors
Mississippi
$347K +$106K +4,662 +44%
TCWM
857
Total Clarity Wealth Management
Illinois
$345K -$33.1K -1,449 -9%
BFM
858
Broadview Financial Management
Wisconsin
$345K +$1.19K +52 +0.3%
PWP
859
Precedent Wealth Partners
Texas
$344K – – –
AA
860
Auxano Advisors
Washington
$342K +$344K +15,068 New
ZRP
861
Zynergy Retirement Planning
New Jersey
$341K -$234K -10,250 -67%
CANC
862
Culbertson A N & Co
Virginia
$341K – – –
PCI
863
Planning Center Inc
Illinois
$339K -$163K -7,126 -32%
AWM
864
Able Wealth Management
New Jersey
$339K +$23 +1 +0%
FFWA
865
FRG Family Wealth Advisors
Washington
$337K +$51.8K +2,266 +18%
AFS
866
Access Financial Services
Minnesota
$336K +$338K +14,808 New
CB
867
Commerce Bank
Missouri
$334K – – –
UB
868
UMB Bank
Missouri
$334K – – –
TP
869
Tranquility Partners
Tennessee
$333K – – –
MADFP
870
Michael A Dubis Financial Planning
Wisconsin
$332K +$334K +14,625 New
PB
871
Pinnacle Bancorp
Nebraska
$332K – – –
WT
872
Whittier Trust
California
$330K – – –
WP
873
WealthShield Partners
North Carolina
$329K +$82.1K +3,593 +33%
NBWM
874
North Berkeley Wealth Management
California
$326K +$328K +14,382 New
FA
875
Fedenia Advisers
Wisconsin
$326K +$328K +14,366 New
33 34
35
36 37