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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Curi Wealth Management
North Carolina
$32K +$31.8K +1,812 New
NWM
827
Nauset Wealth Management
Connecticut
$31K +$30.1K +1,716 New
CDIA
828
Capital Directions Investment Advisors
Georgia
$31K +$30.4K +1,734 New
HWM
829
HighMark Wealth Management
Minnesota
$30K +$158 +9 +0.5%
OSAM
830
O'Shaughnessy Asset Management
Connecticut
$29K – – –
RA
831
Resolute Advisors
California
$28K -$150K -8,568 -85%
NFSG
832
Newbridge Financial Services Group
Florida
$28K -$6.11K -348 -18%
OFG
833
Oxford Financial Group
Indiana
$27K – – –
WAM
834
Worth Asset Management
Texas
$27K +$30.5K +1,740 New
GWM
835
Geneos Wealth Management
Colorado
$26K +$105 +6 +0.4%
CCM
836
Covington Capital Management
California
$25K – – –
WWM
837
Wolff Wiese Magana
California
$25K +$105 +6 +0.4%
PCG
838
Private Capital Group
Connecticut
$24K – – –
MCA
839
Maryland Capital Advisors
Maryland
$23K -$843 -48 -4%
TWA
840
TCI Wealth Advisors
Arizona
$23K -$474 -27 -2%
JFA
841
JNBA Financial Advisors
Minnesota
$23K -$421 -24 -2%
GWANC
842
Guardian Wealth Advisors (North Carolina)
North Carolina
$23K +$12.7K +726 +133%
GA
843
GoalVest Advisory
New York
$22K +$21.7K +1,236 New
CFD
844
Creative Financial Designs
Indiana
$21K – – –
JGIA
845
Jackson Grant Investment Advisers
Connecticut
$21K +$105 +6 +0.5%
RDIA
846
RE Dickinson Investment Advisors
Iowa
$21K +$948 +54 +5%
BCMLT
847
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K +$21.1K +1,200 New
GI
848
Gradient Investments
Minnesota
$20K – – –
JMF
849
Johnson Midwest Financial
Iowa
$20K – – –
SC
850
Schubert & Co
Texas
$20K – – –
32 33
34
35 36