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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
601
Clay Northam Wealth Management
California
$433K -$53 -3 -0%
ARMC
602
American Research & Management Company
Massachusetts
$432K -$53 -3 -0%
CA
603
Crewe Advisors
Utah
$432K +$632 +36 +0.1%
H
604
HoyleCohen
California
$427K +$53 +3 +0%
TBWA
605
Three Bridge Wealth Advisors
California
$424K +$418K +23,805 New
SSI
606
Scott & Selber Inc
Texas
$423K +$46.1K +2,628 +12%
BFM
607
Boston Financial Management
Massachusetts
$421K +$83.3K +4,746 +25%
AC
608
Abbrea Capital
California
$416K +$31.2K +1,779 +8%
RTS
609
Round Table Services
New Jersey
$416K +$410K +23,358 New
FCIM
610
Fairview Capital Investment Management
California
$410K -$16K -912 -4%
CAL
611
Capital Advisors Ltd
Ohio
$404K – – –
TCWM
612
Total Clarity Wealth Management
Illinois
$402K +$396K +22,566 New
FCH
613
Freestone Capital Holdings
Washington
$401K +$129K +7,371 +49%
PCI
614
Planning Center Inc
Illinois
$396K -$4.05K -231 -1%
MOS
615
MGO One Seven
Ohio
$396K +$164K +9,342 +72%
PFM
616
Parsec Financial Management
North Carolina
$395K -$5.16K -294 -1%
TC
617
TownSquare Capital
Utah
$395K – – –
FRA
618
Front Row Advisors
California
$395K +$80.6K +4,593 +26%
OFW
619
Omnia Family Wealth
Florida
$395K +$390K +22,200 New
JIC
620
Joel Isaacson & Co
New York
$394K +$67.8K +3,861 +20%
MM
621
Main Management
California
$391K +$32.9K +1,872 +9%
C
622
Certuity
Florida
$386K +$145K +8,283 +62%
NL
623
NWAM LLC
Washington
$386K +$380K +21,672 New
NP
624
NorthRock Partners
Minnesota
$385K +$380K +21,639 New
SFG
625
Sovereign Financial Group
Connecticut
$384K -$14.8K -846 -4%
23 24
25
26 27