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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
801
BerganKDV Wealth Management
Minnesota
$62K -$53 -3 -0.1%
PO
802
Private Ocean
California
$61K +$53 +3 +0.1%
MAWCM
803
Mine & Arao Wealth Creation & Management
California
$58K – – –
ODG
804
O'Dell Group
Ohio
$57K -$8.43K -480 -13%
MCM
805
MV Capital Management
Maryland
$56K -$9.48K -540 -15%
PGAM
806
Princeton Global Asset Management
New Jersey
$55K – – –
CA
807
Clearstead Advisors
Ohio
$54K +$18.9K +1,077 +55%
HFS
808
Hantz Financial Services
Michigan
$54K +$52.8K +3,009 New
WT
809
Whittier Trust
California
$53K – – –
CTC
810
Central Trust Company
Missouri
$49K – – –
NG
811
NWK Group
California
$49K +$5.37K +306 +12%
HRC
812
Hoertkorn Richard Charles
$48K – – –
CWC
813
Carolinas Wealth Consulting
North Carolina
$41K +$4.79K +273 +13%
TFM
814
TFC Financial Management
Massachusetts
$41K +$11.9K +678 +41%
PP
815
Pacifica Partners
Canada
$41K +$21.1K +1,200 New
WFA
816
Wells Financial Advisors
Massachusetts
$40K -$7.69K -438 -16%
JIR
817
James Investment Research
Ohio
$39K +$38.1K +2,169 New
SWM
818
Selective Wealth Management
Virginia
$38K – – –
PFBT
819
Parkside Financial Bank & Trust
Missouri
$38K +$53 +3 +0.1%
TVWM
820
Tower View Wealth Management
Wisconsin
$37K +$105 +6 +0.3%
CP
821
Castleview Partners
Texas
$37K +$36.5K +2,082 New
NIC
822
Northwest Investment Counselors
Oregon
$34K -$53 -3 -0.2%
MCM
823
Manchester Capital Management
Vermont
$33K – – –
TFP
824
Tilia Fiduciary Partners
North Carolina
$33K – – –
LWANC
825
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K +$527 +30 +2%
31 32
33
34 35