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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
901
Sandy Spring Bank
Maryland
$150K +$2.9K +168 +2%
TWP
902
TFO Wealth Partners
Ohio
$149K – – –
FF
903
Friedenthal Financial
New Jersey
$147K +$137K +7,929 New
RF
904
Robinswood Financial
Washington
$146K -$249K -14,433 -65%
WIA
905
Wetzel Investment Advisors
Indiana
$145K +$135K +7,800 New
BF
906
BOK Financial
Oklahoma
$137K – – –
TRCT
907
Tower Research Capital (TRC)
New York
$136K -$423K -24,468 -77%
SS
908
Sunbelt Securities
Texas
$128K – – –
PFSC
909
Peoples Financial Services Corp
Pennsylvania
$128K – – –
PP
910
Pacifica Partners
Canada
$126K +$122K +7,080 New
SPIA
911
Steward Partners Investment Advisory
New York
$125K +$42K +2,433 +56%
BFO
912
Biltmore Family Office
North Carolina
$125K – – –
RCM
913
Richardson Capital Management
Wisconsin
$124K +$116K +6,699 New
CIAS
914
Capital Investment Advisory Services
North Carolina
$124K -$12.2K -708 -10%
PCFFS
915
Pacific Center for Financial Services
California
$123K +$415 +24 +0.4%
TF
916
Tompkins Financial
New York
$121K – – –
LB
917
Legacy Bridge
Iowa
$114K – – –
CAM
918
Creekmur Asset Management
Illinois
$111K +$104K +5,997 New
HPC
919
HM Payson & Co
Maine
$108K – – –
HPIA
920
Hamilton Point Investment Advisors
North Carolina
$104K +$96.7K +5,601 New
IRC
921
Investors Research Corp
Georgia
$98.5K – – –
RWM
922
Raffa Wealth Management
District of Columbia
$97.9K – – –
CWC
923
Carolinas Wealth Consulting
North Carolina
$95.2K +$363 +21 +0.4%
PCM
924
Perritt Capital Management
Illinois
$95K +$4.77K +276 +6%
PFBT
925
Parkside Financial Bank & Trust
Missouri
$90.6K +$259 +15 +0.3%
35 36
37
38 39