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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$704K +$534K +46,290 +232%
FIM
252
Frontier Investment Management
Texas
$694K -$444K -38,532 -39%
CG
253
Colony Group
Massachusetts
$686K +$21.4K +1,860 +3%
WAM
254
Weatherly Asset Management
California
$686K +$128K +11,100 +23%
CPIG
255
Chicago Partners Investment Group
Illinois
$681K +$115K +9,942 +18%
PA
256
Perennial Advisors
New York
$680K -$7.68K -666 -1%
SLA
257
Silver Lake Advisory
Utah
$652K +$640K +55,566 New
SFSIG
258
San Francisco Sentry Investment Group
California
$651K +$3.04K +264 +0.5%
WPA
259
West Paces Advisors
Georgia
$648K +$343K +29,778 +117%
ACM
260
Armbruster Capital Management
New York
$631K -$553 -48 -0.1%
BIA
261
BHK Investment Advisors
Alabama
$629K +$276K +23,970 +81%
IC
262
InterOcean Capital
Illinois
$627K -$34K -2,952 -5%
SSI
263
Scott & Selber Inc
Texas
$612K -$53.2K -4,614 -8%
OCM
264
One Capital Management
California
$605K +$52.4K +4,548 +10%
MML Investors Services
265
MML Investors Services
Massachusetts
$603K +$134K +11,616 +29%
DAS
266
Dynamic Advisor Solutions
Arizona
$592K +$145K +12,612 +33%
LAIC
267
Lederer & Associates Investment Counsel
California
$585K +$2.97K +258 +0.5%
VCM
268
Vigilant Capital Management
Maine
$579K +$2.7K +234 +0.5%
MSS
269
Mitchell Sinkler & Starr
Pennsylvania
$572K – – –
MPM
270
Meritage Portfolio Management
Kansas
$566K +$557K +48,288 New
CA
271
Callahan Advisors
Texas
$564K +$36.9K +3,198 +7%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$557K – – –
MIA
273
MainStreet Investment Advisors
Illinois
$557K – – –
SWM
274
SVA Wealth Management
Wisconsin
$556K +$1.45K +126 +0.3%
TWM
275
Tanglewood Wealth Management
Texas
$551K +$542K +46,998 New