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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1301
High Note Wealth
Minnesota
$3.92K – – –
BFP
1302
Birchwood Financial Partners
Minnesota
$3.49K -$24.4K -931 -87%
CFP
1303
Comprehensive Financial Planning
Pennsylvania
$3.22K – – –
NB
1304
NBT Bank
New York
$3.17K +$2.62K +100 +385%
TFA
1305
Transamerica Financial Advisors
Florida
$3.09K +$3.23K +123 New
SS
1306
Sunbelt Securities
Texas
$2.99K +$945 +36 +43%
TRCT
1307
Tower Research Capital (TRC)
New York
$2.84K +$2.39K +91 +414%
WA
1308
Walsh & Associates
Florida
$2.11K – – –
NEWAS
1309
N.E.W. Advisory Services
Wisconsin
$1.51K +$1.57K +60 New
RF
1310
Robbins Farley
New Hampshire
$1.33K +$1.39K +53 New
NA
1311
Networth Advisors
Pennsylvania
$1.13K – – –
RPC
1312
Rossmore Private Capital
Connecticut
$1.05K – – –
MAFA
1313
MJT & Associates Financial Advisory
Minnesota
$910 – – –
BA
1314
Blueline Advisors
New Hampshire
$868 – – –
FGAM
1315
Financial Gravity Asset Management
Texas
$828 +$787 +30 +1,000%
HFS
1316
Hughes Financial Services
Virginia
$427 – – –
MCA
1317
McGuire Capital Advisors
Oklahoma
$252 – – –
TCM
1318
Triumph Capital Management
Colorado
$227 +$52 +2 +29%
TC
1319
Truvestments Capital
Florida
$201 – – –
GSWM
1320
Golden State Wealth Management
California
$152 -$60.4K -2,303 -100%
KFG
1321
Kingdom Financial Group
Arizona
$151 +$157 +6 New
LAS
1322
Lloyd Advisory Services
Georgia
$151 +$157 +6 New
SWIM
1323
Smallwood Wealth Investment Management
New Jersey
$125 +$131 +5 New
MFP
1324
Meramec Financial Planners
Missouri
$122 +$105 +4 New
BH
1325
Burk Holdings
Oklahoma
$46 +$52 +2 New
51 52
53
54 55