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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
Curi Wealth Management
North Carolina
$27K – – –
SC
802
Sierra Capital
Florida
$27K +$28.9K +1,800 New
CDIA
803
Capital Directions Investment Advisors
Georgia
$26K – – –
TVWM
804
Tower View Wealth Management
Wisconsin
$25K -$5.92K -369 -18%
WAM
805
Worth Asset Management
Texas
$25K – – –
HWM
806
HighMark Wealth Management
Minnesota
$25K +$96 +6 +0.4%
RA
807
Resolute Advisors
California
$23K – – –
GWM
808
Geneos Wealth Management
Colorado
$23K +$1.45K +90 +6%
OFG
809
Oxford Financial Group
Indiana
$22K – – –
BCMLT
810
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
CCM
811
Covington Capital Management
California
$21K – – –
WWM
812
Wolff Wiese Magana
California
$21K +$96 +6 +0.4%
LC
813
Lindbrook Capital
California
$21K +$7.17K +447 +46%
BC
814
Burleson & Co
California
$20K -$83.4K -5,199 -79%
PWM
815
Provident Wealth Management
Tennessee
$20K +$6.5K +405 +42%
CG
816
Cutler Group
California
$20K +$22.1K +1,380 New
TWA
817
TCI Wealth Advisors
Arizona
$19K -$193 -12 -0.9%
MCA
818
Maryland Capital Advisors
Maryland
$19K – – –
CFD
819
Creative Financial Designs
Indiana
$18K – – –
JGIA
820
Jackson Grant Investment Advisers
Connecticut
$18K +$48 +3 +0.3%
RDIA
821
RE Dickinson Investment Advisors
Iowa
$18K +$626 +39 +3%
TRCT
822
Tower Research Capital (TRC)
New York
$18K +$7.17K +447 +59%
KFI
823
Key Financial Inc
Pennsylvania
$18K +$19.1K +1,191 New
AWM
824
AllSquare Wealth Management
New York
$17K -$39.8K -2,478 -68%
GI
825
Gradient Investments
Minnesota
$17K – – –