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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
801
Maryland Capital Advisors
Maryland
$18K -$700 -45 -3%
TWA
802
TCI Wealth Advisors
Arizona
$18K -$47 -3 -0.2%
BCMLT
803
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K – – –
RDIA
804
RE Dickinson Investment Advisors
Iowa
$18K +$933 +60 +5%
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K +$19.5K +1,254 New
CFD
806
Creative Financial Designs
Indiana
$17K – – –
JGIA
807
Jackson Grant Investment Advisers
Connecticut
$17K +$93 +6 +0.5%
CWAF
808
Core Wealth Advisors (Florida)
Florida
$16K -$56K -3,600 -76%
AWM
809
AllSquare Wealth Management
New York
$16K – – –
GI
810
Gradient Investments
Minnesota
$16K – – –
SC
811
Schubert & Co
Texas
$16K – – –
AWM
812
Aberdeen Wealth Management
Illinois
$15K – – –
BCM
813
Blume Capital Management
California
$15K – – –
HWMA
814
Heritage Wealth Management (Arizona)
Arizona
$15K – – –
TCOV
815
Trust Company of Vermont
Vermont
$15K +$16.4K +1,056 New
TFP
816
Tilia Fiduciary Partners
North Carolina
$14K -$13.4K -861 -47%
LC
817
Lindbrook Capital
California
$14K -$6.86K -441 -31%
PWM
818
Provident Wealth Management
Tennessee
$14K -$6.16K -396 -29%
IAMOG
819
Investors Asset Management of Georgia
Georgia
$14K +$47 +3 +0.3%
OPW
820
Oxler Private Wealth
New York
$11.3K – – –
LF
821
Lee Financial
Texas
$10K – – –
NFSG
822
Newbridge Financial Services Group
Florida
$10K – – –
FP
823
Financial Perspectives
Minnesota
$9.83K – – –
TRCT
824
Tower Research Capital (TRC)
New York
$9K -$9.15K -588 -49%
AFS
825
Annapolis Financial Services
Maryland
$9K – – –
31 32
33
34 35