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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
851
Ehrlich Financial Group
California
$353K +$57K +2,496 +19%
WCM
852
WealthBridge Capital Management
Ohio
$353K +$160 +7 +0%
ESB
853
Essex Savings Bank
Connecticut
$353K -$3.93K -172 -1%
PI
854
Pachira Investments
California
$352K -$17K -743 -5%
PIA
855
Pinion Investment Advisors
Kansas
$349K +$16.6K +727 +5%
WTC
856
WhitTier Trust Company
Nevada
$349K – – –
MCA
857
Magnolia Capital Advisors
Mississippi
$347K +$106K +4,662 +44%
TCWM
858
Total Clarity Wealth Management
Illinois
$345K -$33.1K -1,449 -9%
BFM
859
Broadview Financial Management
Wisconsin
$345K +$1.19K +52 +0.3%
PWP
860
Precedent Wealth Partners
Texas
$344K – – –
AA
861
Auxano Advisors
Washington
$342K +$344K +15,068 New
ZRP
862
Zynergy Retirement Planning
New Jersey
$341K -$234K -10,250 -67%
CANC
863
Culbertson A N & Co
Virginia
$341K – – –
PCI
864
Planning Center Inc
Illinois
$339K -$163K -7,126 -32%
AWM
865
Able Wealth Management
New Jersey
$339K +$23 +1 +0%
FFWA
866
FRG Family Wealth Advisors
Washington
$337K +$51.8K +2,266 +18%
AFS
867
Access Financial Services
Minnesota
$336K +$338K +14,808 New
CB
868
Commerce Bank
Missouri
$334K – – –
UB
869
UMB Bank
Missouri
$334K – – –
TP
870
Tranquility Partners
Tennessee
$333K – – –
MADFP
871
Michael A Dubis Financial Planning
Wisconsin
$332K +$334K +14,625 New
PB
872
Pinnacle Bancorp
Nebraska
$332K – – –
WT
873
Whittier Trust
California
$330K – – –
WP
874
WealthShield Partners
North Carolina
$329K +$82.1K +3,593 +33%
NBWM
875
North Berkeley Wealth Management
California
$326K +$328K +14,382 New
33 34
35
36 37