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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TVPW
1126
Third View Private Wealth
Connecticut
$260K +$251K +8,970 New
BAWC
1127
Boyce & Associates Wealth Consulting
Texas
$260K -$33.9K -1,212 -12%
AGC
1128
Aspen Grove Capital
Colorado
$260K +$196 +7 +0.1%
RP
1129
Riverwater Partners
Wisconsin
$260K -$14K -500 -5%
WTC
1130
WhitTier Trust Company
Nevada
$259K -$58.2K -2,078 -19%
AIM
1131
Aurora Investment Managers
Florida
$258K +$250K +8,918 New
PPA
1132
Pacific Point Advisors
California
$258K +$26.1K +931 +12%
FWP
1133
Falcon Wealth Planning
California
$258K – – –
SWM
1134
Sherman Wealth Management
Maryland
$256K +$644 +23 +0.3%
SAM
1135
SVRN Asset Management
Texas
$256K – – –
RC
1136
Randolph Company
Ohio
$255K – – –
RYA
1137
Richard Young Associates
Georgia
$254K – – –
SIC
1138
SJS Investment Consulting
Ohio
$254K – – –
SI
1139
Stirlingshire Investments
New York
$253K +$245K +8,752 New
SQA
1140
Simon Quick Advisors
New Jersey
$252K -$7.62K -272 -3%
DWML
1141
Decker Wealth Management LLC
Tennessee
$252K – – –
BMCM
1142
Bryn Mawr Capital Management
Pennsylvania
$252K – – –
SM
1143
Sensible Money
Arizona
$250K +$140 +5 +0.1%
BWM
1144
BlackDiamond Wealth Management
New York
$250K -$67.9K -2,427 -22%
LWM
1145
Liberty Wealth Management
California
$250K – – –
AIA
1146
Accelerate Investment Advisors
California
$250K +$10.1K +362 +4%
BWP
1147
Balboa Wealth Partners
Arizona
$249K +$13.5K +482 +6%
CFA
1148
CWS Financial Advisors
Michigan
$248K – – –
HSWM
1149
Hubbell Strickland Wealth Management
Louisiana
$246K +$616 +22 +0.3%
CPCM
1150
Cardinal Point Capital Management
Ontario, Canada
$246K – – –
44 45
46
47 48