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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
AllSquare Wealth Management
New York
$1.57K – – –
NRWA
1202
North Ridge Wealth Advisors
Oregon
$1.43K – – –
LFA
1203
Legend Financial Advisors
Pennsylvania
$1.43K +$1.32K +60 New
SWP
1204
Strategic Wealth Partners
Ohio
$1.14K +$1.06K +48 New
LWMI
1205
Legacy Wealth Management (Idaho)
Idaho
$1.02K -$242 -11 -20%
LIS
1206
Legacy Investment Solutions
Idaho
$1.02K +$947 +43 New
MAFA
1207
MJT & Associates Financial Advisory
Minnesota
$864 -$22 -1 -3%
SIS
1208
Sound Income Strategies
Florida
$715 – – –
FLFS
1209
Family Legacy Financial Solutions
North Carolina
$527 +$485 +22 New
RWA
1210
Redmont Wealth Advisors
Illinois
$472 – – –
CWM
1211
CarsonAllaria Wealth Management
Illinois
$453 +$419 +19 New
HFS
1212
Hughes Financial Services
Virginia
$415 +$44 +2 +13%
BA
1213
Bristlecone Advisors
Washington
$335 +$308 +14 New
EWA
1214
EQ Wealth Advisors
Texas
$214 – – –
IA
1215
IFS Advisors
Kansas
$41 – – –
PA
1216
PFG Advisors
Arizona
– -$5.51M -255,879 Closed
TC
1217
TownSquare Capital
Utah
– -$2.05M -95,103 Closed
KL
1218
KWMG LLC
Kansas
– -$1.45M -67,122 Closed
ARC
1219
Advisor Resource Council
Texas
– -$1.2M -60,648 Closed
WCF
1220
West Coast Financial
California
– -$1.26M -58,350 Closed
TF
1221
Tudor Financial
Ohio
– -$976K -45,340 Closed
TW
1222
Traveka Wealth
California
– -$965K -44,808 Closed
CCB
1223
Cutter & Co Brokerage
Missouri
– -$852K -39,586 Closed
AWM
1224
Altus Wealth Management
Kentucky
– -$717K -33,324 Closed
PCP
1225
Proficio Capital Partners
Massachusetts
– -$702K -32,594 Closed
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