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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
701
WealthShield Partners
North Carolina
$66K +$8.22K +486 +15%
SWA
702
Sutton Wealth Advisors
Florida
$65.6K – – –
CCM
703
Covington Capital Management
California
$64K – – –
CWM
704
Cedar Wealth Management
California
$63K – – –
GWS
705
Glassman Wealth Services
Virginia
$62K – – –
PGAM
706
Princeton Global Asset Management
New Jersey
$58K – – –
MAWCM
707
Mine & Arao Wealth Creation & Management
California
$56K – – –
SW
708
SVB Wealth
Massachusetts
$55K -$223K -13,200 -80%
CAAS
709
Capital Asset Advisory Services
Michigan
$55K -$4.77K -282 -8%
MCM
710
MV Capital Management
Maryland
$55K – – –
PGWM
711
Parisi Gray Wealth Management
New Jersey
$54K +$52.8K +3,120 New
WT
712
Whittier Trust
California
$52K – – –
PO
713
Private Ocean
California
$51K +$102 +6 +0.2%
BCA
714
Berman Capital Advisors
Georgia
$48K -$10.1K -594 -18%
HRC
715
Hoertkorn Richard Charles
$47K – – –
WFA
716
Wells Financial Advisors
Massachusetts
$47K – – –
CTC
717
Central Trust Company
Missouri
$47K +$46.2K +2,730 New
HR
718
Howe & Rusling
New York
$44K +$19.2K +1,134 +81%
AWM
719
AllSquare Wealth Management
New York
$43K – – –
BCM
720
Blume Capital Management
California
$43K +$27.9K +1,650 +198%
SFPG
721
Stonebridge Financial Planning Group
Florida
$42K – – –
NFSG
722
Newbridge Financial Services Group
Florida
$40K -$2.44K -144 -6%
GI
723
Gradient Investments
Minnesota
$38K – – –
CP
724
Castleview Partners
Texas
$38K +$36.7K +2,166 New
SB
725
Strategic Blueprint
Georgia
$38K +$36.7K +2,166 New
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