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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
776
Concord Wealth Partners
Virginia
$53K +$144 +9 +0.3%
FSWA
777
Financial Synergies Wealth Advisors
Texas
$51.4K +$56K +3,486 New
FA
778
Fortis Advisors
Pennsylvania
$50K +$54.6K +3,402 New
MAWCM
779
Mine & Arao Wealth Creation & Management
California
$48K +$193 +12 +0.4%
MCM
780
MV Capital Management
Maryland
$47K – – –
ODG
781
O'Dell Group
Ohio
$47K – – –
CA
782
Clearstead Advisors
Ohio
$47K +$3.08K +192 +6%
NG
783
NWK Group
California
$47K +$6.6K +411 +15%
PGAM
784
Princeton Global Asset Management
New Jersey
$45K – – –
WT
785
Whittier Trust
California
$44K – – –
HFS
786
Hantz Financial Services
Michigan
$44K +$193 +12 +0.4%
OSAM
787
O'Shaughnessy Asset Management
Connecticut
$44K +$21.8K +1,359 +83%
PO
788
Private Ocean
California
$43K -$7.66K -477 -14%
CWC
789
Carolinas Wealth Consulting
North Carolina
$42K +$7.9K +492 +21%
CTC
790
Central Trust Company
Missouri
$40K – – –
HRC
791
Hoertkorn Richard Charles
$40K – – –
JFA
792
JNBA Financial Advisors
Minnesota
$40K +$23.7K +1,476 +116%
TFM
793
TFC Financial Management
Massachusetts
$34K – – –
LWANC
794
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K +$4.33K +270 +14%
PFBT
795
Parkside Financial Bank & Trust
Missouri
$31K +$48 +3 +0.1%
SWM
796
Selective Wealth Management
Virginia
$31K +$144 +9 +0.4%
MCM
797
Manchester Capital Management
Vermont
$28K – – –
NIC
798
Northwest Investment Counselors
Oregon
$28K – – –
FHA
799
First Horizon Advisors
Tennessee
$28K +$30.6K +1,905 New
TFP
800
Tilia Fiduciary Partners
North Carolina
$27K -$144 -9 -0.5%
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