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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Berkshire Asset Management
Pennsylvania
$209K
CWM
252
Cranbrook Wealth Management
Michigan
$208K +$203K +23,058 New
WAM
253
Weatherly Asset Management
California
$203K +$198K +22,530 New
BWA
254
Burt Wealth Advisors
Maryland
$192K +$846 +96 +0.5%
DADC
255
D.A. Davidson & Co
Montana
$184K
KKAMG
256
Kernodle & Katon Asset Management Group
Arkansas
$175K +$125K +14,220 +273%
SEIA
257
Signature Estate & Investment Advisors
California
$171K +$1.06K +120 +0.6%
TWA
258
TCI Wealth Advisors
Arizona
$162K +$899 +102 +0.6%
GBBWRPM
259
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$132K +$793 +90 +0.6%
ARMC
260
American Research & Management Company
Massachusetts
$128K +$39.6K +4,500 +46%
TFO
261
Tarbox Family Office
California
$124K +$121K +13,734 New
ST
262
Smithfield Trust
Pennsylvania
$104K +$49.4K +5,610 +95%
RWM
263
Raffa Wealth Management
District of Columbia
$94.7K +$80.7K +9,162 +688%
US Bancorp
264
US Bancorp
Minnesota
$93K
KT
265
Kanaly Trust
Texas
$92K
MA
266
MUFG Americas
New York
$91K -$12.4K -1,404 -12%
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$89K +$21K +2,388 +32%
WAM
268
Wealthspire Advisors (Maryland)
Maryland
$77K +$476 +54 +0.6%
APSP
269
Asset Planning Services (Pennsylvania)
Pennsylvania
$71K +$476 +54 +0.7%
JIC
270
Joel Isaacson & Co
New York
$70K
AWM
271
AllSquare Wealth Management
New York
$69K
CPIG
272
Chicago Partners Investment Group
Illinois
$67K +$32.1K +3,642 +95%
HCC
273
Hirtle Callaghan & Co
Pennsylvania
$66K +$64.6K +7,332 New
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$59K +$24.1K +2,730 +70%
BAM
275
Barrett Asset Management
New York
$58K +$2.64K +300 +5%