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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
251
HBK Sorce Advisory
Pennsylvania
$243K -$4.22K -450 -2%
GC
252
Garde Capital
Washington
$243K +$5.68K +606 +2%
AWM
253
Avior Wealth Management
Nebraska
$241K -$1.41K -150 -0.6%
Mariner
254
Mariner
Kansas
$241K +$237K +25,314 New
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$240K +$6.7K +714 +3%
HIC
256
Hartline Investment Corp
Illinois
$239K +$11.3K +1,200 +5%
CCP
257
Clarkston Capital Partners
Michigan
$238K +$5.46K +582 +2%
Cerity Partners
258
Cerity Partners
New York
$237K +$233K +24,888 New
CA
259
Cetera Advisors
Colorado
$234K +$231K +24,594 New
WAM
260
Weatherly Asset Management
California
$221K +$6.47K +690 +3%
APP
261
Avantax Planning Partners
Iowa
$220K -$426K -45,426 -66%
FFWA
262
FRG Family Wealth Advisors
Washington
$219K +$216K +23,040 New
SWM
263
Stockman Wealth Management
Montana
$216K -$8.16K -870 -4%
EAM
264
Evanson Asset Management
California
$214K -$52.8K -5,628 -20%
CWM
265
Cabot Wealth Management
Massachusetts
$212K -$66.9K -7,134 -24%
EHC
266
Everett Harris & Co
California
$211K +$208K +22,200 New
LWMT
267
Legacy Wealth Management (Tennessee)
Tennessee
$205K -$40.5K -4,314 -17%
ASN
268
Advisory Services Network
Georgia
$200K +$197K +21,036 New
DADC
269
D.A. Davidson & Co
Montana
$194K – – –
IA
270
IndexIQ Advisors
New York
$194K +$192K +20,430 New
Citigroup
271
Citigroup
New York
$189K -$130K -13,812 -41%
ARMC
272
American Research & Management Company
Massachusetts
$186K +$50.7K +5,400 +38%
RWA
273
Ropes Wealth Advisors
Massachusetts
$178K +$176K +18,738 New
APSP
274
Asset Planning Services (Pennsylvania)
Pennsylvania
$176K +$99.4K +10,596 +135%
GT
275
Glenmede Trust
Pennsylvania
$166K +$164K +17,514 New