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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
701
MV Capital Management
Maryland
$64K +$9.6K +540 +17%
ODG
702
O'Dell Group
Ohio
$64K +$65.3K +3,672 New
CWM
703
Cedar Wealth Management
California
$62K – – –
GWS
704
Glassman Wealth Services
Virginia
$62K – – –
MAWCM
705
Mine & Arao Wealth Creation & Management
California
$56K – – –
BWM
706
BerganKDV Wealth Management
Minnesota
$56K +$24.5K +1,380 +75%
SW
707
SVB Wealth
Massachusetts
$55K – – –
PGAM
708
Princeton Global Asset Management
New Jersey
$53K -$4.48K -252 -8%
WT
709
Whittier Trust
California
$52K – – –
CAAS
710
Capital Asset Advisory Services
Michigan
$51K -$3.84K -216 -7%
PO
711
Private Ocean
California
$51K +$107 +6 +0.2%
BCA
712
Berman Capital Advisors
Georgia
$48K +$213 +12 +0.4%
CTC
713
Central Trust Company
Missouri
$47K – – –
HRC
714
Hoertkorn Richard Charles
$47K – – –
WFA
715
Wells Financial Advisors
Massachusetts
$47K – – –
SFPG
716
Stonebridge Financial Planning Group
Florida
$45K – – –
HR
717
Howe & Rusling
New York
$44K +$107 +6 +0.2%
AWM
718
AllSquare Wealth Management
New York
$43K – – –
GI
719
Gradient Investments
Minnesota
$38K – – –
PFBT
720
Parkside Financial Bank & Trust
Missouri
$37K +$107 +6 +0.3%
TLFA
721
True Link Financial Advisors
California
$35K -$34.1K -1,920 -48%
TVWM
722
Tower View Wealth Management
Wisconsin
$35K +$107 +6 +0.3%
NFSG
723
Newbridge Financial Services Group
Florida
$34K -$5.98K -336 -15%
BAM
724
Barrett Asset Management
New York
$34K – – –
LWANC
725
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K – – –
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