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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
776
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
PFBT
777
Parkside Financial Bank & Trust
Missouri
$30K +$47 +3 +0.1%
MCM
778
Manchester Capital Management
Vermont
$29K +$3.17K +204 +11%
CP
779
Castleview Partners
Texas
$29K +$14K +900 +75%
RIA
780
Realta Investment Advisors
Delaware
$28K +$31K +1,992 New
HR
781
Howe & Rusling
New York
$26K -$33.9K -2,181 -54%
FHA
782
First Horizon Advisors
Tennessee
$26K – – –
NIC
783
Northwest Investment Counselors
Oregon
$26K – – –
SC
784
Sierra Capital
Florida
$25K – – –
CPFP
785
Clear Perspectives Financial Planning
Ohio
$25K +$27.9K +1,791 New
FCAG
786
First Capital Advisors Group
New Jersey
$25K +$28K +1,797 New
CDIA
787
Capital Directions Investment Advisors
Georgia
$24K -$27K -1,734 Closed
WAM
788
Worth Asset Management
Texas
$24K – – –
HWM
789
HighMark Wealth Management
Minnesota
$24K +$93 +6 +0.4%
TVWM
790
Tower View Wealth Management
Wisconsin
$24K +$93 +6 +0.4%
MFA
791
McClarren Financial Advisors
Pennsylvania
$24K +$27.5K +1,767 New
MWA
792
Moser Wealth Advisors
Washington
$23K -$83.5K -5,367 -77%
RA
793
Resolute Advisors
California
$22K – – –
OFG
794
Oxford Financial Group
Indiana
$21K – – –
KFI
795
Key Financial Inc
Pennsylvania
$21K +$5.18K +333 +28%
CCM
796
Covington Capital Management
California
$20K – – –
WWM
797
Wolff Wiese Magana
California
$20K +$93 +6 +0.4%
GWM
798
Geneos Wealth Management
Colorado
$19K -$2.15K -138 -9%
BC
799
Burleson & Co
California
$19K – – –
HGERS
800
Householder Group Estate & Retirement Specialist
Arizona
$19K +$21.3K +1,371 New
30 31
32
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