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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
726
Barrett Asset Management
New York
$34K – – –
LWANC
727
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K – – –
FHA
728
First Horizon Advisors
Tennessee
$33K – – –
MCM
729
Manchester Capital Management
Vermont
$33K – – –
CWC
730
Carolinas Wealth Consulting
North Carolina
$33K +$960 +54 +3%
NG
731
NWK Group
California
$31K – – –
HWM
732
HighMark Wealth Management
Minnesota
$29K – – –
OSAM
733
O'Shaughnessy Asset Management
Connecticut
$28K – – –
TFM
734
TFC Financial Management
Massachusetts
$28K – – –
BCM
735
Blume Capital Management
California
$27K -$16.8K -942 -38%
OFG
736
Oxford Financial Group
Indiana
$26K – – –
GWM
737
Geneos Wealth Management
Colorado
$25K -$184K -10,338 -88%
PCG
738
Private Capital Group
Connecticut
$24K – – –
WWM
739
Wolff Wiese Magana
California
$24K +$107 +6 +0.4%
EIP
740
Ellis Investment Partners
Pennsylvania
$23K – – –
TWA
741
TCI Wealth Advisors
Arizona
$23K – – –
JFA
742
JNBA Financial Advisors
Minnesota
$22K +$1.07K +60 +5%
JGIA
743
Jackson Grant Investment Advisers
Connecticut
$21K – – –
CMA
744
Cedar Mountain Advisors
Oregon
$21K +$107 +6 +0.5%
JMF
745
Johnson Midwest Financial
Iowa
$19K – – –
CDIA
746
Capital Directions Investment Advisors
Georgia
$19K +$747 +42 +4%
HWMA
747
Heritage Wealth Management (Arizona)
Arizona
$18K – – –
CWP
748
Concord Wealth Partners
Virginia
$17K – – –
NL
749
NVWM LLC
Pennsylvania
$17K +$17.1K +960 New
RCM
750
Regency Capital Management
Hawaii
$16K -$5.34K -300 -25%
28 29
30
31 32