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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
576
Quadrant Private Wealth Management
Pennsylvania
$862K -$16.3K -762 -2%
FCH
577
Freestone Capital Holdings
Washington
$860K -$116K -5,439 -12%
FF
578
Farrow Financial
Vermont
$859K -$16.8K -786 -2%
FA
579
FF Advisors
California
$859K +$1.71M +80,043 +235%
DSAM
580
Dock Street Asset Management
Florida
$856K -$4.87K -228 -0.6%
MA
581
Marquette Associates
Illinois
$855K – – –
CWM
582
Congress Wealth Management
Massachusetts
$842K +$8.01K +375 +1%
SPFA
583
Summit Place Financial Advisors
New Jersey
$837K +$11.8K +555 +1%
LWMT
584
Legacy Wealth Management (Tennessee)
Tennessee
$827K -$3.14K -147 -0.4%
NCMW
585
Northern Capital Management (Washington)
Washington
$826K -$74K -3,468 -9%
BEW
586
Burton Enright Welch
California
$825K -$18.4K -861 -2%
DT
587
Diversified Trust
Tennessee
$819K +$56.4K +2,640 +8%
RWRC
588
R.W. Roge & Company
New York
$818K – – –
LNWWM
589
Laird Norton Wetherby Wealth Management
California
$817K +$128 +6 +0%
FAIM
590
Financial Advocates Investment Management
Washington
$817K -$19K -891 -2%
BA
591
Bridgewater Advisors
New York
$816K +$1.56M +72,912 +202%
AWM
592
Axxcess Wealth Management
California
$809K +$193K +9,045 +33%
PAS
593
Park Avenue Securities
New York
$808K -$64 -3 -0%
PFC
594
Phocas Financial Corp
California
$807K -$43.6K -2,040 -5%
MCCP
595
Mission Creek Capital Partners
California
$806K -$14.1K -660 -2%
HS
596
Horan Securities
United States
$803K -$44.3K -2,073 -5%
OSAM
597
O'Shaughnessy Asset Management
Connecticut
$799K -$81.3K -3,807 -3%
OC
598
Oarsman Capital
Wisconsin
$796K +$249K +11,661 +48%
SPWM
599
Schrum Private Wealth Management
Florida
$792K +$381K +17,850 +100%
BFC
600
Bedel Financial Consulting
Indiana
$790K +$1.99K +93 +0.3%
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