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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
601
Sutton Wealth Advisors
Florida
$46.2K – – –
CCM
602
Covington Capital Management
California
$45K – – –
PGAM
603
Princeton Global Asset Management
New Jersey
$45K +$43.2K +3,744 New
CWM
604
Cedar Wealth Management
California
$44K – – –
GWS
605
Glassman Wealth Services
Virginia
$44K – – –
CAC
606
Certified Advisory Corp
Florida
$43K – – –
CCA
607
Column Capital Advisors
Indiana
$42K +$69 +6 +0.2%
FMP
608
Financial Management Professionals
Texas
$41K -$4.43K -384 -10%
MAWCM
609
Mine & Arao Wealth Creation & Management
California
$40K – – –
MCM
610
MV Capital Management
Maryland
$39K – – –
PCG
611
Private Capital Group
Connecticut
$38K – – –
WP
612
WealthShield Partners
North Carolina
$37K – – –
WT
613
Whittier Trust
California
$37K – – –
IA
614
Independence Advisors
Pennsylvania
$36K +$277 +24 +0.8%
PO
615
Private Ocean
California
$35K +$138 +12 +0.4%
HRC
616
Hoertkorn Richard Charles
$34K – – –
BCA
617
Berman Capital Advisors
Georgia
$33K +$208 +18 +0.7%
OPS
618
Orion Portfolio Solutions
Nebraska
$32K -$415 -36 -1%
PFBT
619
Parkside Financial Bank & Trust
Missouri
$31K +$69 +6 +0.2%
EIP
620
Ellis Investment Partners
Pennsylvania
$31K +$138 +12 +0.5%
PG
621
Proffitt & Goodson
Tennessee
$30K -$2.42K -210 -8%
AWM
622
AllSquare Wealth Management
New York
$30K – – –
SPIA
623
Steward Partners Investment Advisory
New York
$27K -$1.73K -150 -6%
GI
624
Gradient Investments
Minnesota
$27K – – –
TVWM
625
Tower View Wealth Management
Wisconsin
$25K +$69 +6 +0.3%
23 24
25
26 27