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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
926
Osterweis Capital Management
California
$195K – – –
GWANC
927
Guardian Wealth Advisors (North Carolina)
North Carolina
$193K +$2.32K +120 +1%
DFC
928
DB Fitzpatrick & Co
Idaho
$168K -$697 -36 -0.4%
SIC
929
SJS Investment Consulting
Ohio
$168K – – –
SSB
930
Sandy Spring Bank
Maryland
$164K +$116 +6 +0.1%
TWP
931
TFO Wealth Partners
Ohio
$163K – – –
SPIA
932
Steward Partners Investment Advisory
New York
$158K +$19.2K +990 +15%
WIA
933
Wetzel Investment Advisors
Indiana
$151K – – –
BF
934
BOK Financial
Oklahoma
$150K – – –
FF
935
Friedenthal Financial
New Jersey
$149K -$11.8K -612 -8%
RCM
936
Richardson Capital Management
Wisconsin
$147K +$9.75K +504 +8%
SS
937
Sunbelt Securities
Texas
$141K – – –
PFSC
938
Peoples Financial Services Corp
Pennsylvania
$140K – – –
BFO
939
Biltmore Family Office
North Carolina
$137K – – –
PCFFS
940
Pacific Center for Financial Services
California
$136K +$755 +39 +0.6%
TF
941
Tompkins Financial
New York
$133K – – –
PCA
942
Providence Capital Advisors
North Carolina
$122K -$75.5K -3,900 -39%
WIC
943
Woodmont Investment Counsel
Tennessee
$122K +$116K +5,988 New
CCP
944
Clarkston Capital Partners
Michigan
$119K -$46.2K -2,388 -29%
HPC
945
HM Payson & Co
Maine
$118K – – –
HPIA
946
Hamilton Point Investment Advisors
North Carolina
$114K – – –
IRC
947
Investors Research Corp
Georgia
$108K – – –
CT
948
Colonial Trust
South Carolina
$108K +$103K +5,304 New
RWM
949
Raffa Wealth Management
District of Columbia
$107K – – –
PCM
950
Perritt Capital Management
Illinois
$107K +$2.5K +129 +3%
36 37
38
39 40