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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1151
Transce3nd
Texas
$6.26K +$6.3K +276 New
CJH
1152
Christopher J. Hasenberg
Wisconsin
$5.99K – – –
EW
1153
Element Wealth
Mississippi
$5.71K -$137 -6 -2%
NC
1154
NewSquare Capital
Pennsylvania
$4.9K +$1.51K +66 +44%
DAM
1155
Delta Asset Management
Tennessee
$4.58K +$23 +1 +0.5%
TWC
1156
TD Waterhouse Canada
Ontario, Canada
$4.49K +$4.52K +198 New
CAWM
1157
Capital A Wealth Management
Pennsylvania
$4.11K +$4.13K +181 New
BBHC
1158
Brown Brothers Harriman & Co
New York
$4.09K – – –
FGC
1159
Financial Gravity Companies
Texas
$4.09K +$1.3K +57 +46%
CWM
1160
Crowley Wealth Management
Delaware
$4.09K +$4.11K +180 New
RP
1161
Rice Partnership
Hawaii
$3.72K -$23 -1 -0.6%
HNW
1162
High Note Wealth
Minnesota
$3.54K +$3.56K +156 New
SIS
1163
Sound Income Strategies
Florida
$3.2K +$2.54K +111 +370%
HFS
1164
Hopwood Financial Services
Virginia
$3K +$3.02K +132 New
CFP
1165
Comprehensive Financial Planning
Pennsylvania
$2.91K +$2.92K +128 New
NB
1166
NBT Bank
New York
$2.87K – – –
HCP
1167
Hexagon Capital Partners
Arkansas
$2.72K – – –
KHC
1168
Koesten Hirschmann & Crabtree
Kansas
$1.91K – – –
RDFA
1169
Ritter Daniher Financial Advisory
Ohio
$1.91K +$1.51K +66 +367%
BMC
1170
Bear Mountain Capital
Washington
$1.89K -$17.7K -775 -91%
AWM
1171
AllSquare Wealth Management
New York
$1.5K – – –
LFA
1172
Legend Financial Advisors
Pennsylvania
$1.36K +$1.37K +60 New
NRWA
1173
North Ridge Wealth Advisors
Oregon
$1.36K +$1.37K +60 New
LIS
1174
Legacy Investment Solutions
Idaho
$1.26K +$1.23K +54 New
LWMI
1175
Legacy Wealth Management (Idaho)
Idaho
$1.26K +$1.23K +54 New
45 46
47
48 49