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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1151
Biltmore Family Office
North Carolina
$188K -$420 -16 -0.2%
QCMNJ
1152
Quantum Capital Management (New Jersey)
New Jersey
$186K -$17.6K -672 -8%
BF
1153
BOK Financial
Oklahoma
$185K – – –
T
1154
Tidemark
California
$180K +$499 +19 +0.3%
PCFFS
1155
Pacific Center for Financial Services
California
$177K +$3.36K +128 +2%
SMA
1156
Sage Mountain Advisors
Georgia
$172K +$15.6K +594 +9%
CWA
1157
Carolina Wealth Advisors
South Carolina
$171K -$216K -8,217 -55%
AFC
1158
Ares Financial Consulting
California
$170K – – –
CFSG
1159
Community Financial Services Group
Vermont
$162K +$168K +6,410 New
PGAM
1160
Princeton Global Asset Management
New Jersey
$157K -$15.7K -599 -9%
HCM
1161
Hollencrest Capital Management
California
$152K – – –
PSB
1162
Piscataqua Savings Bank
New Hampshire
$151K +$158K +6,036 New
PFSC
1163
Peoples Financial Services Corp
Pennsylvania
$151K – – –
RCM
1164
Richardson Capital Management
Wisconsin
$144K +$446 +17 +0.3%
HHGA
1165
Halbert Hargrove Global Advisors
California
$142K – – –
GWS
1166
Glassman Wealth Services
Virginia
$140K -$87.4K -3,331 -37%
PCA
1167
Providence Capital Advisors
North Carolina
$134K +$3.2K +122 +2%
WG
1168
Wellington Group
Indiana
$130K – – –
SA
1169
Scarborough Advisors
Maryland
$129K +$135K +5,128 New
KFI
1170
Key Financial Inc
Pennsylvania
$128K – – –
RWM
1171
Raffa Wealth Management
District of Columbia
$125K -$7.19K -274 -5%
BSB
1172
Bangor Savings Bank
Maine
$125K +$341 +13 +0.3%
PCG
1173
PFC Capital Group
California
$124K -$8.74K -333 -6%
MA
1174
Montag & Associates
Georgia
$123K +$26.6K +1,014 +26%
MFT
1175
Moisand Fitzgerald Tamayo
Florida
$120K -$54.2K -2,064 -30%
45 46
47
48 49