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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
226
JNBA Financial Advisors
Minnesota
$81K +$81.1K +9,342 New
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$73K +$260 +30 +0.4%
ACM
228
Argentus Capital Management
Texas
$72K -$5.26K -606 -7%
APSP
229
Asset Planning Services (Pennsylvania)
Pennsylvania
$68K
JIC
230
Joel Isaacson & Co
New York
$67K
AWM
231
AllSquare Wealth Management
New York
$66K
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$65K -$46.9K -5,400 -42%
RFA
233
Reilly Financial Advisors
California
$56K +$19.7K +2,274 +55%
TIM
234
Tortoise Investment Management
New York
$54K +$4.48K +516 +9%
BAM
235
Barrett Asset Management
New York
$53K
ST
236
Smithfield Trust
Pennsylvania
$52K
KKAMG
237
Kernodle & Katon Asset Management Group
Arkansas
$45K
SSB
238
Sandy Spring Bank
Maryland
$42K
MCM
239
MV Capital Management
Maryland
$41K
EWM
240
Edge Wealth Management
New York
$36K
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$34K -$1.73M -198,720 -98%
ASN
242
Advisory Services Network
Georgia
$34K
CPIG
243
Chicago Partners Investment Group
Illinois
$33K +$1.61K +186 +5%
FMP
244
Financial Management Professionals
Texas
$24K -$434K -50,046 -95%
TCM
245
Tradewinds Capital Management
Washington
$24K +$104 +12 +0.4%
VIA
246
Vantage Investment Advisors
Pennsylvania
$22K +$521 +60 +2%
CA
247
CapWealth Advisors
Tennessee
$21K
FPFS
248
First Personal Financial Services
North Carolina
$21K +$21.2K +2,442 New
PO
249
Private Ocean
California
$20K -$4.12K -474 -17%
BWP
250
BSW Wealth Partners
Colorado
$19.2K -$789K -90,864 -94%