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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
276
Tortoise Investment Management
New York
$56K – – –
EWM
277
Edge Wealth Management
New York
$56K +$18K +2,046 +49%
PA
278
Parallel Advisors
California
$49K +$47.7K +5,418 New
MCM
279
MV Capital Management
Maryland
$43K – – –
SSB
280
Sandy Spring Bank
Maryland
$43K – – –
RFA
281
Reilly Financial Advisors
California
$35K -$22.8K -2,586 -40%
SIAP
282
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K +$29.1K +3,300 New
CIA
283
Cascade Investment Advisors
Oregon
$28.4K +$27.8K +3,150 New
VIA
284
Vantage Investment Advisors
Pennsylvania
$23K – – –
FPFS
285
First Personal Financial Services
North Carolina
$22K – – –
PO
286
Private Ocean
California
$21K +$106 +12 +0.5%
TCM
287
Tradewinds Capital Management
Washington
$19K -$5.45K -618 -23%
GWS
288
Glassman Wealth Services
Virginia
$15K – – –
SIG
289
Stanford Investment Group
California
$12K +$53 +6 +0.5%
BIMC
290
Benson Investment Management Company
Virginia
$11K +$10.5K +1,188 New
SF
291
Synovus Financial
Georgia
$11K +$10.6K +1,200 New
YWP
292
YorkBridge Wealth Partners
New York
$11K +$10.6K +1,200 New
FTUS
293
Flow Traders U.S.
New York
$10K -$250K -28,428 -96%
AIM
294
Anchor Investment Management
South Carolina
$8.4K – – –
AIA
295
Armor Investment Advisors
North Carolina
$8K +$7.93K +900 New
SWA
296
Sutton Wealth Advisors
Florida
$7.58K – – –
MCM
297
Manchester Capital Management
Vermont
$7K – – –
WCM
298
Wealthcare Capital Management
Virginia
$7K – – –
WC
299
Whitnell & Co
Illinois
$7K – – –
GRP
300
Global Retirement Partners
California
$7K +$6.77K +768 New
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