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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Selective Wealth Management
Virginia
$40K +$39.1K +2,124 New
TLFA
827
True Link Financial Advisors
California
$39K – – –
TVWM
828
Tower View Wealth Management
Wisconsin
$39K +$110 +6 +0.3%
CWC
829
Carolinas Wealth Consulting
North Carolina
$39K +$2.43K +132 +7%
BAM
830
Barrett Asset Management
New York
$37K – – –
CA
831
Clearstead Advisors
Ohio
$37K +$30.6K +1,662 +589%
NFSG
832
Newbridge Financial Services Group
Florida
$36K -$1.32K -72 -4%
NIC
833
Northwest Investment Counselors
Oregon
$36K +$34.9K +1,896 New
LWANC
834
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K -$2.21K -120 -6%
FHA
835
First Horizon Advisors
Tennessee
$35K – – –
MCM
836
Manchester Capital Management
Vermont
$35K – – –
TFP
837
Tilia Fiduciary Partners
North Carolina
$35K +$34.1K +1,854 New
HWM
838
HighMark Wealth Management
Minnesota
$32K +$110 +6 +0.4%
OSAM
839
O'Shaughnessy Asset Management
Connecticut
$31K – – –
TFM
840
TFC Financial Management
Massachusetts
$31K – – –
CFCI
841
Comprehensive Financial Consultants Institutional
Indiana
$31K +$33.1K +1,800 New
OFG
842
Oxford Financial Group
Indiana
$29K – – –
GWM
843
Geneos Wealth Management
Colorado
$27K +$110 +6 +0.4%
CCM
844
Covington Capital Management
California
$26K -$42.3K -2,298 -62%
PCG
845
Private Capital Group
Connecticut
$26K – – –
WWM
846
Wolff Wiese Magana
California
$26K – – –
TWA
847
TCI Wealth Advisors
Arizona
$25K -$552 -30 -2%
EIP
848
Ellis Investment Partners
Pennsylvania
$25K +$110 +6 +0.4%
MCA
849
Maryland Capital Advisors
Maryland
$25K +$24.7K +1,344 New
JFA
850
JNBA Financial Advisors
Minnesota
$24K +$442 +24 +2%
32 33
34
35 36