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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
601
Black Diamond Financial
Maryland
$220K +$206K +14,472 New
PWMAG
602
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$206K +14,472 New
SPA
603
Sentinel Pension Advisors
Massachusetts
$220K +$206K +14,484 New
COF
604
Capital One Financial
Virginia
$219K -$355K -24,936 -63%
BFM
605
Broadview Financial Management
Wisconsin
$218K +$204K +14,346 New
BAAM
606
Baker Avenue Asset Management
California
$214K +$201K +14,130 New
OCM
607
Osterweis Capital Management
California
$213K – – –
GWM
608
Geneos Wealth Management
Colorado
$212K +$76.4K +5,364 +48%
HFA
609
HC Financial Advisors
California
$212K +$192K +13,500 +3,000%
VHAM
610
Van Hulzen Asset Management
California
$211K +$198K +13,920 New
CIP
611
Capital Insight Partners
Arizona
$210K +$197K +13,818 New
MHR
612
Matthew Hamilton Rosenberg
$209K +$52.6K +3,696 +37%
TSS
613
Two Sigma Securities
New York
$205K +$193K +13,518 New
C
614
Certuity
Florida
$204K +$191K +13,428 New
CAL
615
Capital Analysts LLC
Pennsylvania
$203K +$769 +54 +0.4%
PK
616
Pflug Koory
Nebraska
$202K – – –
IF
617
Ironwood Financial
Arizona
$201K +$25.3K +1,776 +15%
GBBWRPM
618
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$201K +$189K +13,242 New
IAN
619
Integrated Advisors Network
Texas
$201K +$189K +13,248 New
CTFG
620
Capstone Triton Financial Group
Oklahoma
$198K +$186K +13,062 New
RFA
621
Reilly Financial Advisors
California
$192K -$39.8K -2,796 -18%
LFG
622
Larson Financial Group
Missouri
$186K +$342 +24 +0.2%
AC
623
AlphaCore Capital
California
$186K +$684 +48 +0.4%
BDWCC
624
B&D White Capital Company
Texas
$180K +$170K +11,910 New
SSB
625
Sandy Spring Bank
Maryland
$175K +$85 +6 +0.1%
23 24
25
26 27