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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
JMF
826
Johnson Midwest Financial
Iowa
$16K – – –
SC
827
Schubert & Co
Texas
$16K – – –
BCM
828
Blume Capital Management
California
$16K +$48 +3 +0.3%
HWMA
829
Heritage Wealth Management (Arizona)
Arizona
$15.6K -$66.5K -4,146 -80%
AWM
830
Aberdeen Wealth Management
Illinois
$15K – – –
EW
831
Element Wealth
Mississippi
$14K +$15.6K +972 New
IAMOG
832
Investors Asset Management of Georgia
Georgia
$14K +$15.8K +984 New
BWA
833
BDO Wealth Advisors
Florida
$11K – – –
FP
834
Financial Perspectives
Minnesota
$10.3K +$3.27K +204 +41%
CP
835
Castleview Partners
Texas
$10.2K -$14.2K -882 -42%
NFSG
836
Newbridge Financial Services Group
Florida
$10K -$13.6K -846 -54%
LF
837
Lee Financial
Texas
$10K – – –
PCA
838
Providence Capital Advisors
North Carolina
$10K – – –
GA
839
GoalVest Advisory
New York
$9K -$10K -624 -50%
IF
840
Integrity Financial
Wyoming
$9K – – –
NC
841
NewSquare Capital
Pennsylvania
$9K – – –
EWA
842
EverSource Wealth Advisors
Alabama
$9K +$193 +12 +2%
AFS
843
Annapolis Financial Services
Maryland
$9K +$9.82K +612 New
LPP
844
Life Planning Partners
Florida
$8K – – –
WT
845
Washington Trust
Rhode Island
$8K – – –
BBHC
846
Brown Brothers Harriman & Co
New York
$8K +$5.58K +348 +193%
FWM
847
Focused Wealth Management
New York
$7K -$799K -49,806 -99%
GWSG
848
GPS Wealth Strategies Group
Colorado
$7K +$3.9K +243 +100%
BAM
849
Bellevue Asset Management
Washington
$6K – – –
CWM
850
Castle Wealth Management
Florida
$6K +$6.79K +423 New
32 33
34
35 36