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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
301
Tortoise Investment Management
New York
$61K – – –
RFA
302
Reilly Financial Advisors
California
$61K +$17K +1,758 +39%
OAM
303
Oppenheimer Asset Management
New York
$56K +$927 +96 +2%
PFBT
304
Parkside Financial Bank & Trust
Missouri
$55K +$1.8K +186 +3%
VIA
305
Vantage Investment Advisors
Pennsylvania
$49K +$348 +36 +0.7%
ST
306
Smithfield Trust
Pennsylvania
$48K -$63.7K -6,600 -57%
SSB
307
Sandy Spring Bank
Maryland
$47K – – –
SF
308
Synovus Financial
Georgia
$38K +$26.1K +2,700 +225%
MCM
309
MV Capital Management
Maryland
$31K -$15.4K -1,596 -34%
AIM
310
Advantage Investment Management
Iowa
$26K -$2.61M -270,732 -99%
PO
311
Private Ocean
California
$23K +$58 +6 +0.3%
ECM
312
Exchange Capital Management
Michigan
$23K +$21.5K +2,226 +1,855%
EWM
313
Edge Wealth Management
New York
$21K -$11K -1,140 -35%
GRP
314
Global Retirement Partners
California
$21K +$13.6K +1,410 +184%
GWM
315
Geneos Wealth Management
Colorado
$20K +$5.79K +600 +39%
YWP
316
YorkBridge Wealth Partners
New York
$18K – – –
GWS
317
Glassman Wealth Services
Virginia
$16K – – –
NIC
318
Northwest Investment Counselors
Oregon
$15K +$14.5K +1,500 New
QAM
319
QCI Asset Management
New York
$13K +$11.7K +1,212 +808%
NA
320
NewEdge Advisors
Louisiana
$12.1K +$12K +1,242 New
PCFFS
321
Pacific Center for Financial Services
California
$12K +$7.01K +726 +142%
JGIA
322
Jackson Grant Investment Advisers
Connecticut
$11K +$10.7K +1,104 New
FC
323
Ferris Capital
Massachusetts
$10K +$9.91K +1,026 New
SWA
324
Sutton Wealth Advisors
Florida
$9.24K +$464 +48 +5%
AIA
325
Armor Investment Advisors
North Carolina
$9K – – –
11 12
13
14 15