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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Frontier Wealth Management
Missouri
$699K +$108K +9,840 +18%
PIM
227
Penobscot Investment Management
Massachusetts
$697K -$17.3K -1,572 -2%
PA
228
Perennial Advisors
New York
$679K +$216K +19,638 +44%
Millennium Management
229
Millennium Management
New York
$676K -$622K -56,652 -47%
PFA
230
Pinnacle Family Advisors
Missouri
$665K +$135K +12,264 +24%
RCA
231
Rowland Carmichael Advisors
Arizona
$664K -$53.2K -4,842 -7%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$654K +$283K +25,734 +72%
FCAG
233
First Capital Advisors Group
New Jersey
$653K -$44.2K -4,020 -6%
CWM
234
Cranbrook Wealth Management
Michigan
$652K
TW
235
Transform Wealth
Colorado
$650K -$237K -21,546 -26%
SWM
236
Segment Wealth Management
Texas
$648K -$9.89K -900 -1%
SSI
237
Scott & Selber Inc
Texas
$631K +$14.4K +1,308 +2%
AWS
238
AJ Wealth Strategies
New York
$628K +$131K +11,898 +25%
LFS
239
Legacy Financial Strategies
Kansas
$618K +$148K +13,512 +30%
RWM
240
RKL Wealth Management
Pennsylvania
$615K +$180K +16,422 +39%
TCM
241
Twele Capital Management
Minnesota
$610K
VCM
242
Vigilant Capital Management
Maine
$588K -$37.9K -3,450 -6%
HFA
243
Huber Financial Advisors
Illinois
$573K +$95.1K +8,652 +19%
ACM
244
Armbruster Capital Management
New York
$572K +$30.7K +2,790 +5%
SFSIG
245
San Francisco Sentry Investment Group
California
$562K +$93.3K +8,490 +19%
LAIC
246
Lederer & Associates Investment Counsel
California
$551K +$2.24K +204 +0.4%
CG
247
Colony Group
Massachusetts
$536K -$152K -13,848 -22%
William Blair & Company
248
William Blair & Company
Illinois
$529K +$87.6K +7,974 +19%
BWA
249
BlueSky Wealth Advisors
North Carolina
$526K -$22.7K -2,070 -4%
MSS
250
Mitchell Sinkler & Starr
Pennsylvania
$518K -$3.3K -300 -0.6%