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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
976
Pinion Investment Advisors
Kansas
$339K -$26 -1 -0%
MT
977
Midwest Trust
Kansas
$336K – – –
FA
978
Fedenia Advisers
Wisconsin
$335K – – –
AIP
979
Almanack Investment Partners
Pennsylvania
$334K -$298K -11,435 -47%
CB
980
Commerce Bank
Missouri
$332K -$11.1K -425 -3%
5NPW
981
55 North Private Wealth
Florida
$332K +$330K +12,672 New
CIA
982
Choate Investment Advisors
Massachusetts
$331K – – –
KWM
983
Kingsview Wealth Management
Oregon
$331K +$38.7K +1,487 +13%
WCM
984
WealthBridge Capital Management
Ohio
$330K +$234 +9 +0.1%
BSCCG
985
Blue Sky Capital Consultants Group
California
$330K +$328K +12,582 New
BW
986
BostonPremier Wealth
Massachusetts
$328K -$4.56K -175 -1%
5W
987
5T Wealth
California
$327K +$324K +12,458 New
CE
988
Cornerstone Enterprises
Wisconsin
$326K – – –
DB
989
Dravo Bay
Delaware
$326K – – –
PAW
990
Plan A Wealth
Nebraska
$324K +$321K +12,346 New
SAM
991
Silvercrest Asset Management
New York
$322K +$319K +12,257 New
WAM
992
Worth Asset Management
Texas
$321K -$30.3K -1,165 -9%
RPA
993
Rock Point Advisors
Vermont
$321K – – –
VWM
994
Venturi Wealth Management
Texas
$319K -$7.47K -287 -2%
CFS
995
Coordinated Financial Services
Colorado
$316K +$88.9K +3,414 +40%
AP
996
Americana Partners
Texas
$315K +$989 +38 +0.3%
SIMC
997
Squire Investment Management Company
Utah
$315K -$52 -2 -0%
CGA
998
Crescent Grove Advisors
Illinois
$315K – – –
BWM
999
Briggs Wealth Management
Connecticut
$315K +$312K +11,991 New
GD
1000
Grandfield & Dodd
New York
$314K -$989 -38 -0.3%
38 39
40
41 42