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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
726
First Horizon Advisors
Tennessee
$33K – – –
MCM
727
Manchester Capital Management
Vermont
$33K – – –
CWC
728
Carolinas Wealth Consulting
North Carolina
$33K +$960 +54 +3%
NG
729
NWK Group
California
$31K – – –
HWM
730
HighMark Wealth Management
Minnesota
$29K – – –
OSAM
731
O'Shaughnessy Asset Management
Connecticut
$28K – – –
TFM
732
TFC Financial Management
Massachusetts
$28K – – –
BCM
733
Blume Capital Management
California
$27K -$16.8K -942 -38%
OFG
734
Oxford Financial Group
Indiana
$26K – – –
GWM
735
Geneos Wealth Management
Colorado
$25K -$184K -10,338 -88%
PCG
736
Private Capital Group
Connecticut
$24K – – –
WWM
737
Wolff Wiese Magana
California
$24K +$107 +6 +0.4%
EIP
738
Ellis Investment Partners
Pennsylvania
$23K – – –
TWA
739
TCI Wealth Advisors
Arizona
$23K – – –
JFA
740
JNBA Financial Advisors
Minnesota
$22K +$1.07K +60 +5%
JGIA
741
Jackson Grant Investment Advisers
Connecticut
$21K – – –
CMA
742
Cedar Mountain Advisors
Oregon
$21K +$107 +6 +0.5%
JMF
743
Johnson Midwest Financial
Iowa
$19K – – –
CDIA
744
Capital Directions Investment Advisors
Georgia
$19K +$747 +42 +4%
HWMA
745
Heritage Wealth Management (Arizona)
Arizona
$18K – – –
CWP
746
Concord Wealth Partners
Virginia
$17K – – –
NL
747
NVWM LLC
Pennsylvania
$17K +$17.1K +960 New
RCM
748
Regency Capital Management
Hawaii
$16K -$5.34K -300 -25%
FFA
749
Freedman Financial Associates
Massachusetts
$14K – – –
BWA
750
BDO Wealth Advisors
Florida
$13K +$13.9K +780 New
28 29
30
31 32