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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
JMF
751
Johnson Midwest Financial
Iowa
$19K +$18.8K +1,110 New
HWMA
752
Heritage Wealth Management (Arizona)
Arizona
$18K +$18K +1,062 New
CWP
753
Concord Wealth Partners
Virginia
$17K – – –
WC
754
Westwind Capital
New Mexico
$17K +$16.1K +954 New
FFA
755
Freedman Financial Associates
Massachusetts
$14K +$3.45K +204 +34%
PCA
756
Providence Capital Advisors
North Carolina
$12K – – –
LF
757
Lee Financial
Texas
$12K +$11.6K +684 New
CWAF
758
Core Wealth Advisors (Florida)
Florida
$10K – – –
JCM
759
Jacobi Capital Management
Pennsylvania
$10K – – –
NC
760
NewSquare Capital
Pennsylvania
$10K – – –
FP
761
Financial Perspectives
Minnesota
$8.65K – – –
BAM
762
Bellevue Asset Management
Washington
$7K – – –
CT
763
Caldwell Trust
Florida
$6.15K +$5.99K +354 New
CFN
764
Cordasco Financial Network
Florida
$6K – – –
RF
765
Robbins Farley
New Hampshire
$6K – – –
ZC
766
Zeit Capital
Colorado
$5K -$14.5K -858 -76%
TFA
767
Toth Financial Advisory
Virginia
$5K – – –
PWM
768
Prentice Wealth Management
New York
$4K +$3.86K +228 New
CAM
769
Costello Asset Management
Pennsylvania
$3K – – –
RDFA
770
Ritter Daniher Financial Advisory
Ohio
$2K -$17.3K -1,020 -89%
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