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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
826
Capital Directions Investment Advisors
Georgia
$31K +$30.4K +1,734 New
HWM
827
HighMark Wealth Management
Minnesota
$30K +$158 +9 +0.5%
OSAM
828
O'Shaughnessy Asset Management
Connecticut
$29K – – –
RA
829
Resolute Advisors
California
$28K -$150K -8,568 -85%
NFSG
830
Newbridge Financial Services Group
Florida
$28K -$6.11K -348 -18%
OFG
831
Oxford Financial Group
Indiana
$27K – – –
WAM
832
Worth Asset Management
Texas
$27K +$30.5K +1,740 New
GWM
833
Geneos Wealth Management
Colorado
$26K +$105 +6 +0.4%
CCM
834
Covington Capital Management
California
$25K – – –
WWM
835
Wolff Wiese Magana
California
$25K +$105 +6 +0.4%
PCG
836
Private Capital Group
Connecticut
$24K – – –
MCA
837
Maryland Capital Advisors
Maryland
$23K -$843 -48 -4%
TWA
838
TCI Wealth Advisors
Arizona
$23K -$474 -27 -2%
JFA
839
JNBA Financial Advisors
Minnesota
$23K -$421 -24 -2%
GWANC
840
Guardian Wealth Advisors (North Carolina)
North Carolina
$23K +$12.7K +726 +133%
GA
841
GoalVest Advisory
New York
$22K +$21.7K +1,236 New
CFD
842
Creative Financial Designs
Indiana
$21K – – –
JGIA
843
Jackson Grant Investment Advisers
Connecticut
$21K +$105 +6 +0.5%
RDIA
844
RE Dickinson Investment Advisors
Iowa
$21K +$948 +54 +5%
BCMLT
845
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K +$21.1K +1,200 New
GI
846
Gradient Investments
Minnesota
$20K – – –
JMF
847
Johnson Midwest Financial
Iowa
$20K – – –
SC
848
Schubert & Co
Texas
$20K – – –
BCM
849
Blume Capital Management
California
$20K +$4.69K +267 +32%
AWM
850
Aberdeen Wealth Management
Illinois
$19K – – –
32 33
34
35 36