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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
701
Northwest Investment Counselors
Oregon
$31K +$29.9K +1,896 New
FHA
702
First Horizon Advisors
Tennessee
$30K +$95 +6 +0.3%
MCM
703
Manchester Capital Management
Vermont
$30K +$2.08K +132 +8%
CWC
704
Carolinas Wealth Consulting
North Carolina
$30K +$9.84K +624 +50%
NG
705
NWK Group
California
$29K – – –
SWM
706
Selective Wealth Management
Virginia
$29K +$95 +6 +0.3%
HWM
707
HighMark Wealth Management
Minnesota
$27K +$95 +6 +0.4%
TFM
708
TFC Financial Management
Massachusetts
$26K – – –
RCM
709
Regency Capital Management
Hawaii
$26K +$25.1K +1,590 New
RA
710
Resolute Advisors
California
$25K – – –
BWM
711
BerganKDV Wealth Management
Minnesota
$25K +$8.7K +552 +56%
OFG
712
Oxford Financial Group
Indiana
$24K – – –
HR
713
Howe & Rusling
New York
$23K – – –
TWA
714
TCI Wealth Advisors
Arizona
$22K -$36.2K -2,298 -63%
EIP
715
Ellis Investment Partners
Pennsylvania
$22K -$18.8K -1,194 -47%
PCG
716
Private Capital Group
Connecticut
$22K – – –
WWM
717
Wolff Wiese Magana
California
$22K +$21.8K +1,380 New
JFA
718
JNBA Financial Advisors
Minnesota
$20K +$19.1K +1,212 New
TCWA
719
Ten Capital Wealth Advisors
Washington
$20K +$19.9K +1,260 New
JGIA
720
Jackson Grant Investment Advisers
Connecticut
$19K – – –
RDFA
721
Ritter Daniher Financial Advisory
Ohio
$19K – – –
HNB
722
Huntington National Bank
Ohio
$18K – – –
ZC
723
Zeit Capital
Colorado
$18K +$17.8K +1,128 New
AIC
724
Ameritas Investment Company
Nebraska
$17.5K +$17.1K +1,086 New
AWM
725
Aberdeen Wealth Management
Illinois
$17K – – –
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