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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
851
Cedar Mountain Advisors
Oregon
$24K +$773 +42 +3%
JGIA
852
Jackson Grant Investment Advisers
Connecticut
$23K +$110 +6 +0.5%
NC
853
NewSquare Capital
Pennsylvania
$23K +$11K +600 +100%
CFD
854
Creative Financial Designs
Indiana
$23K +$22.1K +1,200 New
GI
855
Gradient Investments
Minnesota
$21K -$19.5K -1,062 -49%
JMF
856
Johnson Midwest Financial
Iowa
$21K – – –
RDIA
857
RE Dickinson Investment Advisors
Iowa
$21K +$20.4K +1,110 New
SC
858
Schubert & Co
Texas
$21K +$20.5K +1,116 New
AWM
859
Aberdeen Wealth Management
Illinois
$20K +$19.3K +1,050 New
LC
860
Lindbrook Capital
California
$18K +$18K +978 New
DHGWA
861
Dixon Hughes Goodman Wealth Advisors
North Carolina
$17K +$16.3K +888 New
BCM
862
Blume Capital Management
California
$16K -$13K -708 -46%
BWA
863
BDO Wealth Advisors
Florida
$15K – – –
CWS
864
Confluence Wealth Services
Pennsylvania
$14K +$14.5K +786 New
LF
865
Lee Financial
Texas
$13K – – –
PCA
866
Providence Capital Advisors
North Carolina
$13K – – –
PA
867
PSI Advisors
Florida
$12K +$11.5K +624 New
EWA
868
EverSource Wealth Advisors
Alabama
$12K +$11.6K +630 New
CWAF
869
Core Wealth Advisors (Florida)
Florida
$11K – – –
CFA
870
Carroll Financial Associates
North Carolina
$10K -$1.24M -67,236 -99%
LPP
871
Life Planning Partners
Florida
$10K +$9.38K +510 New
GWANC
872
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K +$10K +546 New
FP
873
Financial Perspectives
Minnesota
$9.38K – – –
BAM
874
Bellevue Asset Management
Washington
$8K – – –
GEA
875
Glen Eagle Advisors
New Jersey
$7.68K +$7.51K +408 New
33 34
35
36 37