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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
876
Credit Suisse
Switzerland
– -$399K -27,102 Closed
PFA
877
Pathway Financial Advisors
Vermont
– -$368K -24,999 Closed
RIG
878
Ramiah Investment Group
Wisconsin
– -$339K -23,016 Closed
FCIM
879
Fairview Capital Investment Management
California
– -$317K -21,555 Closed
PFM
880
Parsec Financial Management
North Carolina
– -$316K -21,459 Closed
CCM
881
Compass Capital Management
Minnesota
– -$302K -20,532 Closed
RWA
882
River Wealth Advisors
Pennsylvania
– -$283K -19,179 Closed
MCM
883
MAI Capital Management
Ohio
– -$274K -18,582 Closed
PRWA
884
Platte River Wealth Advisors
Colorado
– -$246K -16,710 Closed
AIA
885
Alera Investment Advisors
Illinois
– -$242K -16,440 Closed
WANY
886
Wealthspire Advisors (New York)
New York
– -$238K -16,131 Closed
AFA
887
American Financial Advisors
Georgia
– -$232K -15,753 Closed
BFG
888
Berger Financial Group
Minnesota
– -$230K -15,621 Closed
NL
889
NWAM LLC
Washington
– -$224K -15,039 Closed
AWA
890
Arkadios Wealth Advisors
Georgia
– -$210K -14,229 Closed
AC
891
Apella Capital
Connecticut
– -$206K -14,010 Closed
KA
892
Klingman & Associates
New York
– -$206K -13,992 Closed
FBB
893
Fulton Breakefield Broenniman
Maryland
– -$204K -13,857 Closed
CIP
894
Capital Insight Partners
Arizona
– -$204K -13,818 Closed
AWC
895
Adamsbrown Wealth Consultants
Kansas
– -$203K -13,800 Closed
GLLW
896
Graves Light Lenhart Wealth
Virginia
– -$203K -13,800 Closed
PFGIA
897
Patriot Financial Group Insurance Agency
Massachusetts
– -$150K -10,197 Closed
BMD
898
Better Money Decisions
New Mexico
– -$137K -9,270 Closed
SIAP
899
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$133K -9,027 Closed
BW
900
Bison Wealth
Georgia
– -$98K -6,654 Closed
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