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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
851
NewSquare Capital
Pennsylvania
$23K +$11K +600 +100%
CFD
852
Creative Financial Designs
Indiana
$23K +$22.1K +1,200 New
GI
853
Gradient Investments
Minnesota
$21K -$19.5K -1,062 -49%
JMF
854
Johnson Midwest Financial
Iowa
$21K – – –
RDIA
855
RE Dickinson Investment Advisors
Iowa
$21K +$20.4K +1,110 New
SC
856
Schubert & Co
Texas
$21K +$20.5K +1,116 New
AWM
857
Aberdeen Wealth Management
Illinois
$20K +$19.3K +1,050 New
LC
858
Lindbrook Capital
California
$18K +$18K +978 New
DHGWA
859
Dixon Hughes Goodman Wealth Advisors
North Carolina
$17K +$16.3K +888 New
BCM
860
Blume Capital Management
California
$16K -$13K -708 -46%
BWA
861
BDO Wealth Advisors
Florida
$15K – – –
CWS
862
Confluence Wealth Services
Pennsylvania
$14K +$14.5K +786 New
LF
863
Lee Financial
Texas
$13K – – –
PCA
864
Providence Capital Advisors
North Carolina
$13K – – –
PA
865
PSI Advisors
Florida
$12K +$11.5K +624 New
EWA
866
EverSource Wealth Advisors
Alabama
$12K +$11.6K +630 New
CWAF
867
Core Wealth Advisors (Florida)
Florida
$11K – – –
CFA
868
Carroll Financial Associates
North Carolina
$10K -$1.24M -67,236 -99%
LPP
869
Life Planning Partners
Florida
$10K +$9.38K +510 New
GWANC
870
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K +$10K +546 New
FP
871
Financial Perspectives
Minnesota
$9.38K – – –
BAM
872
Bellevue Asset Management
Washington
$8K – – –
GEA
873
Glen Eagle Advisors
New Jersey
$7.68K +$7.51K +408 New
CFN
874
Cordasco Financial Network
Florida
$7K – – –
HNB
875
Huntington National Bank
Ohio
$7K – – –
33 34
35
36 37