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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
576
Covington Capital Management
California
$37K – – –
FMP
577
Financial Management Professionals
Texas
$37K +$7.99K +660 +22%
DAM
578
Delta Asset Management
Tennessee
$36K -$87.1K -7,200 -67%
GWS
579
Glassman Wealth Services
Virginia
$36K – – –
CWM
580
Cedar Wealth Management
California
$36K +$43.6K +3,600 New
PCA
581
Providence Capital Advisors
North Carolina
$36K +$43.7K +3,612 New
CAC
582
Certified Advisory Corp
Florida
$35K -$13.1K -1,080 -23%
SMFS
583
Squar Milner Financial Services
California
$35K – – –
CCA
584
Column Capital Advisors
Indiana
$35K +$16.8K +1,392 +67%
AA
585
Advisory Alpha
Michigan
$34.8K +$13.3K +1,098 +53%
MAWCM
586
Mine & Arao Wealth Creation & Management
California
$33K +$39.2K +3,240 New
MCM
587
MV Capital Management
Maryland
$32K – – –
PCG
588
Private Capital Group
Connecticut
$32K – – –
CWC
589
Carolinas Wealth Consulting
North Carolina
$32K +$21.1K +1,746 +123%
WT
590
Washington Trust
Rhode Island
$31K +$37.5K +3,102 New
WP
591
WealthShield Partners
North Carolina
$30K – – –
WT
592
Whittier Trust
California
$30K – – –
IA
593
Independence Advisors
Pennsylvania
$30K +$10.1K +834 +39%
SF
594
Synovus Financial
Georgia
$30K +$32.7K +2,700 +818%
CAW
595
Cornerstone Advisors (Washington)
Washington
$30K +$36.3K +3,000 New
PO
596
Private Ocean
California
$29K +$73 +6 +0.2%
RWM
597
Raffa Wealth Management
District of Columbia
$28.4K – – –
HRC
598
Hoertkorn Richard Charles
$28K -$2.54K -210 -7%
BCA
599
Berman Capital Advisors
Georgia
$27K -$73 -6 -0.2%
PG
600
Proffitt & Goodson
Tennessee
$27K +$1.23K +102 +4%
22 23
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