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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
876
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.1K -$32.8K -2,100 -64%
CFD
877
Creative Financial Designs
Indiana
$19.1K – – –
GI
878
Gradient Investments
Minnesota
$17.9K – – –
JMF
879
Johnson Midwest Financial
Iowa
$17.7K – – –
BCM
880
Blume Capital Management
California
$17.6K +$47 +3 +0.3%
AWM
881
Aberdeen Wealth Management
Illinois
$16.7K – – –
CPFP
882
Clear Perspectives Financial Planning
Ohio
$16.4K – – –
SC
883
Schubert & Co
Texas
$16.4K – – –
FFL
884
Financial Freedom LLC
Ohio
$16.1K +$15.8K +1,008 New
EA
885
Evolution Advisers
Virginia
$16K +$6.1K +390 +59%
LC
886
Lindbrook Capital
California
$15.9K +$47 +3 +0.3%
PWM
887
Provident Wealth Management
Tennessee
$15.8K +$47 +3 +0.3%
CWP
888
Concord Wealth Partners
Virginia
$15.5K -$22.5K -1,440 -60%
TFP
889
Tilia Fiduciary Partners
North Carolina
$14.9K -$891 -57 -6%
GA
890
GoalVest Advisory
New York
$14K +$4.13K +264 +43%
AWM
891
AllSquare Wealth Management
New York
$13.5K – – –
RF
892
Robbins Farley
New Hampshire
$11.8K – – –
FP
893
Financial Perspectives
Minnesota
$11.2K – – –
LF
894
Lee Financial
Texas
$10.9K – – –
PCA
895
Providence Capital Advisors
North Carolina
$10.7K – – –
KFI
896
Key Financial Inc
Pennsylvania
$10.1K -$13.9K -891 -58%
IF
897
Integrity Financial
Wyoming
$9.95K – – –
AFS
898
Annapolis Financial Services
Maryland
$9.76K – – –
NFSG
899
Newbridge Financial Services Group
Florida
$9.57K -$1.69K -108 -15%
WT
900
Washington Trust
Rhode Island
$9K – – –
34 35
36
37 38