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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
301
Tradewinds Capital Management
Washington
$25K +$4.39K +468 +22%
FPFS
302
First Personal Financial Services
North Carolina
$23K – – –
PO
303
Private Ocean
California
$22K +$113 +12 +0.5%
YWP
304
YorkBridge Wealth Partners
New York
$17K +$5.57K +594 +50%
QI
305
QS Investors
New York
$17K +$16.3K +1,740 New
GWS
306
Glassman Wealth Services
Virginia
$15K – – –
GWM
307
Geneos Wealth Management
Colorado
$14K +$14.4K +1,536 New
SF
308
Synovus Financial
Georgia
$11K – – –
AIA
309
Armor Investment Advisors
North Carolina
$9K – – –
SWA
310
Sutton Wealth Advisors
Florida
$8.56K +$563 +60 +7%
GRP
311
Global Retirement Partners
California
$7K – – –
MCM
312
Manchester Capital Management
Vermont
$7K – – –
WC
313
Whitnell & Co
Illinois
$7K – – –
PCFFS
314
Pacific Center for Financial Services
California
$5K +$844 +90 +21%
ATC
315
Adirondack Trust Company
New York
$3K +$2.98K +318 New
BCM
316
Blume Capital Management
California
$3K +$3.21K +342 New
WA
317
Winfield Associates
Ohio
$2K – – –
FMP
318
Financial Management Professionals
Texas
$1K – – –
SPIA
319
Steward Partners Investment Advisory
New York
$1K – – –
DSN
320
D. Scott Neal
Kentucky
$1K +$563 +60 +333%
ECM
321
Exchange Capital Management
Michigan
$1K +$1.13K +120 New
VCM
322
Versant Capital Management
Arizona
$1K +$1.13K +120 +500%
QAM
323
QCI Asset Management
New York
$1K +$1.41K +150 New
AIM
324
Anchor Investment Management
South Carolina
$571 -$8.16K -870 -94%
NDSI
325
Newman Dignan & Sheerar Inc
Rhode Island
$357 +$88.4K +9,420 +33%
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