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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
801
SVB Wealth
Massachusetts
$85K +$24.4K +1,326 +41%
FAG
802
Fortitude Advisory Group
Washington
$81K +$79.5K +4,320 New
EWM
803
Elmwood Wealth Management
California
$76K +$74.5K +4,050 New
CAAS
804
Capital Asset Advisory Services
Michigan
$75K +$19.4K +1,056 +36%
MCM
805
MV Capital Management
Maryland
$70K – – –
ODG
806
O'Dell Group
Ohio
$69K – – –
CWM
807
Cedar Wealth Management
California
$68K – – –
GWS
808
Glassman Wealth Services
Virginia
$68K – – –
CWP
809
Concord Wealth Partners
Virginia
$67K +$47.6K +2,586 +266%
BWM
810
BerganKDV Wealth Management
Minnesota
$66K +$5.3K +288 +9%
PO
811
Private Ocean
California
$65K +$8.94K +486 +16%
MAWCM
812
Mine & Arao Wealth Creation & Management
California
$61K – – –
PGAM
813
Princeton Global Asset Management
New Jersey
$58K – – –
WT
814
Whittier Trust
California
$57K – – –
SMA
815
Sage Mountain Advisors
Georgia
$57K +$55.2K +3,000 New
CTC
816
Central Trust Company
Missouri
$51K – – –
HRC
817
Hoertkorn Richard Charles
$51K – – –
WFA
818
Wells Financial Advisors
Massachusetts
$51K – – –
HR
819
Howe & Rusling
New York
$48K +$110 +6 +0.2%
AWM
820
AllSquare Wealth Management
New York
$47K – – –
NG
821
NWK Group
California
$46K +$12K +654 +36%
SFPG
822
Stonebridge Financial Planning Group
Florida
$41K – – –
PFBT
823
Parkside Financial Bank & Trust
Missouri
$40K – – –
SWM
824
Selective Wealth Management
Virginia
$40K +$39.1K +2,124 New
TLFA
825
True Link Financial Advisors
California
$39K – – –
31 32
33
34 35