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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
926
Blue Oak Capital
California
$285K +$301K +13,220 New
CIP
927
Capital Insight Partners
Arizona
$285K – – –
JC
928
JBGlobal.com
New York
$283K – – –
OC
929
Oppenheimer & Co
New York
$282K – – –
NPI
930
New Perspectives Inc
Mississippi
$282K – – –
SSB
931
Sandy Spring Bank
Maryland
$281K -$910 -40 -0.3%
BW
932
BostonPremier Wealth
Massachusetts
$280K +$887 +39 +0.3%
VHAM
933
Van Hulzen Asset Management
California
$277K +$107K +4,699 +57%
RIM
934
Redwood Investment Management
Arizona
$277K +$292K +12,843 New
RPA
935
Rock Point Advisors
Vermont
$277K – – –
VBFP
936
Valtinson Bruner Financial Planning
Minnesota
$277K – – –
MA
937
MONECO Advisors
Connecticut
$276K – – –
PCI
938
Planning Center Inc
Illinois
$273K -$51.5K -2,263 -15%
CCM
939
Ciovacco Capital Management
Georgia
$273K – – –
CIA
940
Choate Investment Advisors
Massachusetts
$272K – – –
RI
941
Rinkey Investments
California
$271K +$286K +12,594 New
CE
942
Cornerstone Enterprises
Wisconsin
$268K – – –
BFG
943
Berger Financial Group
Minnesota
$267K +$15.9K +699 +6%
DB
944
Dravo Bay
Delaware
$267K – – –
BAWC
945
Boyce & Associates Wealth Consulting
Texas
$267K +$2.71K +119 +1%
VWM
946
Venturi Wealth Management
Texas
$267K +$171K +7,523 +154%
PP
947
Patten & Patten
Tennessee
$267K – – –
BPWM
948
Badgley Phelps Wealth Managers
Washington
$266K +$7.08K +311 +3%
PK
949
Pflug Koory
Nebraska
$265K -$19.4K -852 -6%
CWA
950
Carolina Wealth Advisors
South Carolina
$265K -$22.3K -982 -7%
36 37
38
39 40