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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
726
Cedar Mountain Advisors
Oregon
$17K +$95 +6 +0.6%
CWP
727
Concord Wealth Partners
Virginia
$16K – – –
BCM
728
Blume Capital Management
California
$13K -$11.6K -738 -47%
PCA
729
Providence Capital Advisors
North Carolina
$11K – – –
FFA
730
Freedman Financial Associates
Massachusetts
$10K – – –
JCM
731
Jacobi Capital Management
Pennsylvania
$10K – – –
NC
732
NewSquare Capital
Pennsylvania
$10K – – –
CWAF
733
Core Wealth Advisors (Florida)
Florida
$9K – – –
BMD
734
Better Money Decisions
New Mexico
$9K +$8.89K +564 New
BAM
735
Bellevue Asset Management
Washington
$7K – – –
CFN
736
Cordasco Financial Network
Florida
$6K – – –
RF
737
Robbins Farley
New Hampshire
$6K – – –
PAI
738
Pittenger & Anderson Inc
Nebraska
$5K +$5.11K +324 New
TFA
739
Toth Financial Advisory
Virginia
$4K – – –
HFS
740
Horizon Financial Services
North Carolina
$4K +$3.69K +234 New
CAM
741
Costello Asset Management
Pennsylvania
$3K +$946 +60 +50%
MA
742
MBA Advisors
Pennsylvania
$1.71K +$1.67M +106,044 New
POIA
743
Pin Oak Investment Advisors
Texas
$1K -$6.34K -402 -92%
EWM
744
Endurance Wealth Management
Rhode Island
$1K – – –
HFS
745
Hantz Financial Services
Michigan
$1K – – –
GG
746
Gleason Group
Kentucky
$1K +$662 +42 New
TCM
747
Tradewinds Capital Management
Washington
$1K +$1.32K +84 New
GEA
748
Glen Eagle Advisors
New Jersey
$194 +$189 +12 New
GFPC
749
Global Financial Private Client
Florida
$98 – – –
FFN
750
Focus Financial Network
Minnesota
– -$36.5M -2,406,096 Closed
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30
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