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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1026
Delta Asset Management
Tennessee
$3.7K – – –
WBC
1027
West Branch Capital
Massachusetts
$3.35K +$3.11K +180 New
BBHC
1028
Brown Brothers Harriman & Co
New York
$3.34K – – –
NC
1029
NewSquare Capital
Pennsylvania
$3.27K – – –
EW
1030
Element Wealth
Mississippi
$2.73K -$249K -14,442 -99%
NB
1031
NBT Bank
New York
$2.37K +$2.18K +126 New
AWM
1032
AllSquare Wealth Management
New York
$1.23K – – –
AIM
1033
Arcadia Investment Management
Michigan
$669 – – –
HGA
1034
Hobbs Group Advisors
South Carolina
$557 +$518 +30 New
AT
1035
Arlington Trust
Alabama
$334 +$311 +18 New
TVAMP
1036
Tennessee Valley Asset Management Partners
Tennessee
$334 +$311 +18 New
GEA
1037
Glen Eagle Advisors
New Jersey
$223 – – –
RDFA
1038
Ritter Daniher Financial Advisory
Ohio
$112 – – –
FGAM
1039
Financial Gravity Asset Management
Texas
$65 +$52 +3 +100%
SAM
1040
Smartleaf Asset Management
Massachusetts
$59 – – –
IA
1041
IFS Advisors
Kansas
$38 – – –
IAS
1042
IMA Advisory Services
Colorado
– -$13.9M -839,271 Closed
EW
1043
Evoke Wealth
California
– -$10.4M -626,616 Closed
TA
1044
Trellis Advisors
Washington
– -$9.1M -547,752 Closed
FD
1045
Financial Designs
California
– -$6.08M -366,147 Closed
SFC
1046
Strategic Financial Concepts
Texas
– -$3.58M -215,670 Closed
NL
1047
NEPC LLC
Massachusetts
– -$1.3M -78,183 Closed
SBH
1048
Segall Bryant & Hamill
Illinois
– -$967K -58,206 Closed
CWM
1049
Curi Wealth Management
North Carolina
– -$594K -35,739 Closed
CF
1050
Cantor Fitzgerald
New York
– -$542K -32,601 Closed
40 41
42
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