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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
776
TFC Financial Management
Massachusetts
$32K – – –
LS
777
Leelyn Smith
Illinois
$32K +$35.8K +2,301 New
LWANC
778
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
PFBT
779
Parkside Financial Bank & Trust
Missouri
$30K +$47 +3 +0.1%
MCM
780
Manchester Capital Management
Vermont
$29K +$3.17K +204 +11%
CP
781
Castleview Partners
Texas
$29K +$14K +900 +75%
RIA
782
Realta Investment Advisors
Delaware
$28K +$31K +1,992 New
HR
783
Howe & Rusling
New York
$26K -$33.9K -2,181 -54%
FHA
784
First Horizon Advisors
Tennessee
$26K – – –
NIC
785
Northwest Investment Counselors
Oregon
$26K – – –
SC
786
Sierra Capital
Florida
$25K – – –
CPFP
787
Clear Perspectives Financial Planning
Ohio
$25K +$27.9K +1,791 New
FCAG
788
First Capital Advisors Group
New Jersey
$25K +$28K +1,797 New
CDIA
789
Capital Directions Investment Advisors
Georgia
$24K -$27K -1,734 Closed
WAM
790
Worth Asset Management
Texas
$24K – – –
HWM
791
HighMark Wealth Management
Minnesota
$24K +$93 +6 +0.4%
TVWM
792
Tower View Wealth Management
Wisconsin
$24K +$93 +6 +0.4%
MFA
793
McClarren Financial Advisors
Pennsylvania
$24K +$27.5K +1,767 New
MWA
794
Moser Wealth Advisors
Washington
$23K -$83.5K -5,367 -77%
RA
795
Resolute Advisors
California
$22K – – –
OFG
796
Oxford Financial Group
Indiana
$21K – – –
KFI
797
Key Financial Inc
Pennsylvania
$21K +$5.18K +333 +28%
CCM
798
Covington Capital Management
California
$20K – – –
WWM
799
Wolff Wiese Magana
California
$20K +$93 +6 +0.4%
GWM
800
Geneos Wealth Management
Colorado
$19K -$2.15K -138 -9%
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