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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
301
Edge Wealth Management
New York
$31K -$27.6K -2,940 -48%
TCM
302
Tradewinds Capital Management
Washington
$25K +$4.39K +468 +22%
FPFS
303
First Personal Financial Services
North Carolina
$23K – – –
PO
304
Private Ocean
California
$22K +$113 +12 +0.5%
YWP
305
YorkBridge Wealth Partners
New York
$17K +$5.57K +594 +50%
QI
306
QS Investors
New York
$17K +$16.3K +1,740 New
GWS
307
Glassman Wealth Services
Virginia
$15K – – –
GWM
308
Geneos Wealth Management
Colorado
$14K +$14.4K +1,536 New
SF
309
Synovus Financial
Georgia
$11K – – –
AIA
310
Armor Investment Advisors
North Carolina
$9K – – –
SWA
311
Sutton Wealth Advisors
Florida
$8.56K +$563 +60 +7%
GRP
312
Global Retirement Partners
California
$7K – – –
MCM
313
Manchester Capital Management
Vermont
$7K – – –
WC
314
Whitnell & Co
Illinois
$7K – – –
PCFFS
315
Pacific Center for Financial Services
California
$5K +$844 +90 +21%
ATC
316
Adirondack Trust Company
New York
$3K +$2.98K +318 New
BCM
317
Blume Capital Management
California
$3K +$3.21K +342 New
WA
318
Winfield Associates
Ohio
$2K – – –
FMP
319
Financial Management Professionals
Texas
$1K – – –
SPIA
320
Steward Partners Investment Advisory
New York
$1K – – –
DSN
321
D. Scott Neal
Kentucky
$1K +$563 +60 +333%
ECM
322
Exchange Capital Management
Michigan
$1K +$1.13K +120 New
VCM
323
Versant Capital Management
Arizona
$1K +$1.13K +120 +500%
QAM
324
QCI Asset Management
New York
$1K +$1.41K +150 New
AIM
325
Anchor Investment Management
South Carolina
$571 -$8.16K -870 -94%
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