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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
751
Heritage Wealth Management (Arizona)
Arizona
$18K +$18K +1,062 New
CWP
752
Concord Wealth Partners
Virginia
$17K – – –
WC
753
Westwind Capital
New Mexico
$17K +$16.1K +954 New
FFA
754
Freedman Financial Associates
Massachusetts
$14K +$3.45K +204 +34%
PCA
755
Providence Capital Advisors
North Carolina
$12K – – –
LF
756
Lee Financial
Texas
$12K +$11.6K +684 New
CWAF
757
Core Wealth Advisors (Florida)
Florida
$10K – – –
JCM
758
Jacobi Capital Management
Pennsylvania
$10K – – –
NC
759
NewSquare Capital
Pennsylvania
$10K – – –
FP
760
Financial Perspectives
Minnesota
$8.65K -$807K -47,664 -99%
BAM
761
Bellevue Asset Management
Washington
$7K – – –
CT
762
Caldwell Trust
Florida
$6.15K +$5.99K +354 New
CFN
763
Cordasco Financial Network
Florida
$6K – – –
RF
764
Robbins Farley
New Hampshire
$6K – – –
ZC
765
Zeit Capital
Colorado
$5K -$14.5K -858 -76%
TFA
766
Toth Financial Advisory
Virginia
$5K – – –
PWM
767
Prentice Wealth Management
New York
$4K +$3.86K +228 New
CAM
768
Costello Asset Management
Pennsylvania
$3K – – –
RDFA
769
Ritter Daniher Financial Advisory
Ohio
$2K -$17.3K -1,020 -89%
MA
770
MBA Advisors
Pennsylvania
$1.58K -$260K -15,336 -14%
EWM
771
Endurance Wealth Management
Rhode Island
$1K – – –
HFS
772
Hantz Financial Services
Michigan
$1K – – –
POIA
773
Pin Oak Investment Advisors
Texas
$1K – – –
TCM
774
Tradewinds Capital Management
Washington
$1K – – –
AW
775
Avion Wealth
Texas
$1K +$812 +48 New
29 30
31
32 33