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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
801
Capital Directions Investment Advisors
Georgia
$26K – – –
TVWM
802
Tower View Wealth Management
Wisconsin
$25K -$5.92K -369 -18%
WAM
803
Worth Asset Management
Texas
$25K – – –
HWM
804
HighMark Wealth Management
Minnesota
$25K +$96 +6 +0.4%
RA
805
Resolute Advisors
California
$23K – – –
GWM
806
Geneos Wealth Management
Colorado
$23K +$1.45K +90 +6%
OFG
807
Oxford Financial Group
Indiana
$22K – – –
BCMLT
808
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
CCM
809
Covington Capital Management
California
$21K – – –
WWM
810
Wolff Wiese Magana
California
$21K +$96 +6 +0.4%
LC
811
Lindbrook Capital
California
$21K +$7.17K +447 +46%
BC
812
Burleson & Co
California
$20K -$83.4K -5,199 -79%
PWM
813
Provident Wealth Management
Tennessee
$20K +$6.5K +405 +42%
CG
814
Cutler Group
California
$20K +$22.1K +1,380 New
TWA
815
TCI Wealth Advisors
Arizona
$19K -$193 -12 -0.9%
MCA
816
Maryland Capital Advisors
Maryland
$19K – – –
CFD
817
Creative Financial Designs
Indiana
$18K – – –
JGIA
818
Jackson Grant Investment Advisers
Connecticut
$18K +$48 +3 +0.3%
TRCT
819
Tower Research Capital (TRC)
New York
$18K +$7.17K +447 +59%
KFI
820
Key Financial Inc
Pennsylvania
$18K +$19.1K +1,191 New
AWM
821
AllSquare Wealth Management
New York
$17K -$39.8K -2,478 -68%
GI
822
Gradient Investments
Minnesota
$17K – – –
JMF
823
Johnson Midwest Financial
Iowa
$16K – – –
SC
824
Schubert & Co
Texas
$16K – – –
BCM
825
Blume Capital Management
California
$16K +$48 +3 +0.3%
31 32
33
34 35