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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KT
226
Kanaly Trust
Texas
$89K – – –
ARMC
227
American Research & Management Company
Massachusetts
$84K +$78.1K +9,000 +1,304%
S
228
SignatureFD
Georgia
$81K +$260 +30 +0.3%
JFA
229
JNBA Financial Advisors
Minnesota
$81K +$81.1K +9,342 New
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$73K +$260 +30 +0.4%
ACM
231
Argentus Capital Management
Texas
$72K -$5.26K -606 -7%
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$68K – – –
JIC
233
Joel Isaacson & Co
New York
$67K – – –
AWM
234
AllSquare Wealth Management
New York
$66K – – –
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$65K -$46.9K -5,400 -42%
RFA
236
Reilly Financial Advisors
California
$56K +$19.7K +2,274 +55%
TIM
237
Tortoise Investment Management
New York
$54K +$4.48K +516 +9%
BAM
238
Barrett Asset Management
New York
$53K – – –
ST
239
Smithfield Trust
Pennsylvania
$52K – – –
KKAMG
240
Kernodle & Katon Asset Management Group
Arkansas
$45K – – –
SSB
241
Sandy Spring Bank
Maryland
$42K – – –
MCM
242
MV Capital Management
Maryland
$41K – – –
EWM
243
Edge Wealth Management
New York
$36K – – –
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$34K -$1.73M -198,720 -98%
ASN
245
Advisory Services Network
Georgia
$34K – – –
CPIG
246
Chicago Partners Investment Group
Illinois
$33K +$1.61K +186 +5%
FMP
247
Financial Management Professionals
Texas
$24K -$434K -50,046 -95%
TCM
248
Tradewinds Capital Management
Washington
$24K +$104 +12 +0.4%
VIA
249
Vantage Investment Advisors
Pennsylvania
$22K +$521 +60 +2%
CA
250
CapWealth Advisors
Tennessee
$21K – – –