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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
701
Trexquant Investment
Connecticut
$280K +$274K +14,892 New
CCP
702
Clarkston Capital Partners
Michigan
$278K – – –
BFG
703
Berger Financial Group
Minnesota
$278K +$993 +54 +0.4%
BST
704
Bath Savings Trust
Maine
$275K +$221 +12 +0.1%
BFM
705
Broadview Financial Management
Wisconsin
$274K +$993 +54 +0.4%
WAP
706
Wealthcare Advisory Partners
Pennsylvania
$274K +$28K +1,524 +12%
SSB
707
Sandy Spring Bank
Maryland
$271K +$44.3K +2,406 +20%
FHA
708
Flagship Harbor Advisors
Massachusetts
$269K +$26.6K +1,446 +11%
BDWCC
709
B&D White Capital Company
Texas
$268K +$16.8K +912 +7%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$266K -$83.6K -4,542 -24%
VHAM
711
Van Hulzen Asset Management
California
$266K – – –
KL
712
KilterHowling LLC
Colorado
$264K +$258K +14,040 New
KA
713
Klingman & Associates
New York
$264K – – –
OCM
714
Osterweis Capital Management
California
$264K – – –
HFA
715
HC Financial Advisors
California
$263K – – –
RFA
716
Reilly Financial Advisors
California
$263K – – –
CIP
717
Capital Insight Partners
Arizona
$260K – – –
AWC
718
Adamsbrown Wealth Consultants
Kansas
$260K +$254K +13,800 New
RPWA
719
Regent Peak Wealth Advisors
Georgia
$259K -$151K -8,202 -37%
CWM
720
C2C Wealth Management
Arizona
$259K +$253K +13,746 New
TFA
721
Triad Financial Advisors
North Carolina
$255K +$249K +13,530 New
QCMNJ
722
Quantum Capital Management (New Jersey)
New Jersey
$254K -$14.8K -804 -6%
C
723
Certuity
Florida
$253K – – –
MSR
724
Main Street Research
Connecticut
$252K +$246K +13,380 New
PK
725
Pflug Koory
Nebraska
$251K – – –
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