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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
126
Wilbanks Smith & Thomas Asset Management
Virginia
$245K -$32.6K -4,020 -12%
FNBT
127
FineMark National Bank & Trust
Florida
$241K +$1.02K +126 +0.4%
CIC
128
Carnegie Investment Counsel
Ohio
$236K -$6.75K -834 -3%
ANTB
129
AMG National Trust Bank
Colorado
$236K +$230K +28,416 New
SEIA
130
Signature Estate & Investment Advisors
California
$233K +$227K +28,032 New
GG
131
Gofen & Glossberg
Illinois
$225K +$220K +27,108 New
WA
132
Wealth Architects
California
$223K +$217K +26,832 New
WPIC
133
White Pine Investment Company
Michigan
$218K +$213K +26,298 New
LAIC
134
Lederer & Associates Investment Counsel
California
$209K +$204K +25,164 New
SLA
135
Silver Lake Advisory
Utah
$193K +$188K +23,184 New
JWA
136
JFS Wealth Advisors
Pennsylvania
$180K +$4.47K +552 +3%
ST
137
Smithfield Trust
Pennsylvania
$179K +$99.6K +12,300 +134%
BWA
138
Burt Wealth Advisors
Maryland
$169K +$165K +20,340 New
SA
139
SRH Advisors
Kansas
$167K +$163K +20,154 New
MA
140
MCF Advisors
Kentucky
$155K +$58.1K +7,176 +63%
JFA
141
JNBA Financial Advisors
Minnesota
$154K – – –
PAI
142
Pittenger & Anderson Inc
Nebraska
$133K +$129K +15,990 New
TWA
143
TCI Wealth Advisors
Arizona
$125K +$340 +42 +0.3%
BRWA
144
B. Riley Wealth Advisors
Florida
$117K +$114K +14,136 New
KT
145
Kanaly Trust
Texas
$110K – – –
ASN
146
Advisory Services Network
Georgia
$103K +$103K +12,672 New
BCM
147
Blume Capital Management
California
$100K -$24.3K -3,000 -20%
QCMNJ
148
Quantum Capital Management (New Jersey)
New Jersey
$91K +$50.5K +6,234 +133%
EWM
149
Edge Wealth Management
New York
$75K – – –
AWM
150
AllSquare Wealth Management
New York
$67K +$64.9K +8,010 New
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