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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
826
Heritage Wealth Management (Arizona)
Arizona
$15.6K -$66.5K -4,146 -80%
AWM
827
Aberdeen Wealth Management
Illinois
$15K – – –
EW
828
Element Wealth
Mississippi
$14K +$15.6K +972 New
IAMOG
829
Investors Asset Management of Georgia
Georgia
$14K +$15.8K +984 New
BWA
830
BDO Wealth Advisors
Florida
$11K – – –
FP
831
Financial Perspectives
Minnesota
$10.3K +$3.27K +204 +41%
CP
832
Castleview Partners
Texas
$10.2K -$14.2K -882 -42%
NFSG
833
Newbridge Financial Services Group
Florida
$10K -$13.6K -846 -54%
LF
834
Lee Financial
Texas
$10K – – –
PCA
835
Providence Capital Advisors
North Carolina
$10K – – –
GA
836
GoalVest Advisory
New York
$9K -$10K -624 -50%
IF
837
Integrity Financial
Wyoming
$9K – – –
NC
838
NewSquare Capital
Pennsylvania
$9K – – –
EWA
839
EverSource Wealth Advisors
Alabama
$9K +$193 +12 +2%
AFS
840
Annapolis Financial Services
Maryland
$9K +$9.82K +612 New
LPP
841
Life Planning Partners
Florida
$8K – – –
WT
842
Washington Trust
Rhode Island
$8K – – –
BBHC
843
Brown Brothers Harriman & Co
New York
$8K +$5.58K +348 +193%
FWM
844
Focused Wealth Management
New York
$7K -$799K -49,806 -99%
GWSG
845
GPS Wealth Strategies Group
Colorado
$7K +$3.9K +243 +100%
BAM
846
Bellevue Asset Management
Washington
$6K – – –
CWM
847
Castle Wealth Management
Florida
$6K +$6.79K +423 New
RF
848
Robbins Farley
New Hampshire
$5K -$48 -3 -0.9%
CMA
849
Cedar Mountain Advisors
Oregon
$5K – – –
CFN
850
Cordasco Financial Network
Florida
$5K – – –
32 33
34
35 36