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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
776
Fortis Advisors
Pennsylvania
$50K +$54.6K +3,402 New
MAWCM
777
Mine & Arao Wealth Creation & Management
California
$48K +$193 +12 +0.4%
MCM
778
MV Capital Management
Maryland
$47K – – –
ODG
779
O'Dell Group
Ohio
$47K – – –
CA
780
Clearstead Advisors
Ohio
$47K +$3.08K +192 +6%
NG
781
NWK Group
California
$47K +$6.6K +411 +15%
PGAM
782
Princeton Global Asset Management
New Jersey
$45K – – –
WT
783
Whittier Trust
California
$44K – – –
HFS
784
Hantz Financial Services
Michigan
$44K +$193 +12 +0.4%
OSAM
785
O'Shaughnessy Asset Management
Connecticut
$44K +$21.8K +1,359 +83%
PO
786
Private Ocean
California
$43K -$7.66K -477 -14%
CWC
787
Carolinas Wealth Consulting
North Carolina
$42K +$7.9K +492 +21%
CTC
788
Central Trust Company
Missouri
$40K – – –
HRC
789
Hoertkorn Richard Charles
$40K – – –
JFA
790
JNBA Financial Advisors
Minnesota
$40K +$23.7K +1,476 +116%
TFM
791
TFC Financial Management
Massachusetts
$34K – – –
LWANC
792
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K +$4.33K +270 +14%
PFBT
793
Parkside Financial Bank & Trust
Missouri
$31K +$48 +3 +0.1%
SWM
794
Selective Wealth Management
Virginia
$31K +$144 +9 +0.4%
MCM
795
Manchester Capital Management
Vermont
$28K – – –
NIC
796
Northwest Investment Counselors
Oregon
$28K – – –
FHA
797
First Horizon Advisors
Tennessee
$28K +$30.6K +1,905 New
TFP
798
Tilia Fiduciary Partners
North Carolina
$27K -$144 -9 -0.5%
CWM
799
Curi Wealth Management
North Carolina
$27K – – –
SC
800
Sierra Capital
Florida
$27K +$28.9K +1,800 New
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32
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