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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
751
Lederer & Associates Investment Counsel
California
$398K – – –
BDF
752
Black Diamond Financial
Maryland
$395K +$31.3K +1,545 +9%
TIA
753
Tiemann Investment Advisors
California
$391K – – –
EHC
754
Everett Harris & Co
California
$388K +$98.5K +4,860 +36%
SSB
755
Sandy Spring Bank
Maryland
$387K +$211K +10,398 +129%
RPSA
756
Richard P. Slaughter Associates
Texas
$387K -$4.62K -228 -1%
TCM
757
Telos Capital Management
California
$383K +$370K +18,258 New
HCP
758
Hardin Capital Partners
South Carolina
$383K +$370K +18,258 New
AIM
759
Anchor Investment Management
South Carolina
$382K -$149K -7,365 -29%
HR
760
Hardy Reed
Mississippi
$381K -$101K -4,971 -21%
VIA
761
Vickerman Investment Advisors
Washington
$381K – – –
RFC
762
Regions Financial Corp
Alabama
$378K – – –
PSF
763
Pacific Sun Financial
California
$377K – – –
UAS
764
United Asset Strategies
New York
$377K – – –
SHA
765
Seneca House Advisors
Virginia
$377K -$7.23K -357 -2%
AP
766
Appleton Partners
Massachusetts
$377K -$20.6K -1,017 -5%
CIA
767
Capital Investment Advisors
Georgia
$376K +$129K +6,369 +55%
SPWM
768
Schrum Private Wealth Management
Florida
$374K – – –
BL
769
BCWM LLC
Kansas
$374K – – –
HWP
770
Heritage Wealth Partners
Ohio
$371K +$359K +17,727 New
AFA
771
AA Financial Advisors
Ohio
$371K +$31.7K +1,563 +10%
SCM
772
Schnieders Capital Management
California
$370K – – –
SFP
773
Shepherd Financial Partners
Massachusetts
$370K -$1.58K -78 -0.4%
AC
774
Apella Capital
Connecticut
$369K +$53.2K +2,628 +18%
SRC
775
Sage Rhino Capital
California
$369K +$6.81K +336 +2%
29 30
31
32 33