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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
801
Mine & Arao Wealth Creation & Management
California
$58K – – –
ODG
802
O'Dell Group
Ohio
$57K -$8.43K -480 -13%
MCM
803
MV Capital Management
Maryland
$56K -$9.48K -540 -15%
PGAM
804
Princeton Global Asset Management
New Jersey
$55K – – –
CA
805
Clearstead Advisors
Ohio
$54K +$18.9K +1,077 +55%
HFS
806
Hantz Financial Services
Michigan
$54K +$52.8K +3,009 New
WT
807
Whittier Trust
California
$53K – – –
CTC
808
Central Trust Company
Missouri
$49K – – –
NG
809
NWK Group
California
$49K +$5.37K +306 +12%
HRC
810
Hoertkorn Richard Charles
$48K – – –
CWC
811
Carolinas Wealth Consulting
North Carolina
$41K +$4.79K +273 +13%
TFM
812
TFC Financial Management
Massachusetts
$41K +$11.9K +678 +41%
PP
813
Pacifica Partners
Canada
$41K +$21.1K +1,200 New
WFA
814
Wells Financial Advisors
Massachusetts
$40K -$7.69K -438 -16%
JIR
815
James Investment Research
Ohio
$39K +$38.1K +2,169 New
SWM
816
Selective Wealth Management
Virginia
$38K – – –
PFBT
817
Parkside Financial Bank & Trust
Missouri
$38K +$53 +3 +0.1%
CP
818
Castleview Partners
Texas
$37K -$178K -10,122 -83%
TVWM
819
Tower View Wealth Management
Wisconsin
$37K +$105 +6 +0.3%
NIC
820
Northwest Investment Counselors
Oregon
$34K -$53 -3 -0.2%
MCM
821
Manchester Capital Management
Vermont
$33K – – –
TFP
822
Tilia Fiduciary Partners
North Carolina
$33K – – –
LWANC
823
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K +$527 +30 +2%
CWM
824
Curi Wealth Management
North Carolina
$32K +$31.8K +1,812 New
NWM
825
Nauset Wealth Management
Connecticut
$31K +$30.1K +1,716 New
31 32
33
34 35