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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
251
Penobscot Investment Management
Massachusetts
$1.08M +$511K +47,250 +78%
SHJ
252
Sharkey, Howes & Javer
Colorado
$1.08M +$863K +79,776 +283%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$1.06M +$891K +82,410 +345%
GCA
254
Gradient Capital Advisors
California
$1.06M +$297K +27,498 +35%
PFA
255
Pure Financial Advisors
California
$1.04M +$193K +17,832 +21%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$1.03M -$70.1K -6,486 -6%
BIA
257
Bigelow Investment Advisors
Maine
$1.03M +$47.4K +4,386 +4%
EWM
258
Empirical Wealth Management
Washington
$1.03M +$904K +83,598 +423%
BWP
259
BSW Wealth Partners
Colorado
$1.02M +$19.3K +1,782 +2%
DSN
260
D. Scott Neal
Kentucky
$1.02M +$26K +2,406 +2%
SCM
261
SOL Capital Management
Maryland
$1.01M +$243K +22,494 +29%
PA
262
PFG Advisors
Arizona
$992K +$52.2K +4,830 +6%
SIAS
263
Shine Investment Advisory Services
Colorado
$986K -$8.17K -756 -0.8%
VWA
264
VERITY Wealth Advisors
United States
$978K +$1.06M +97,914 New
AA
265
Ancora Advisors
Ohio
$972K -$29.5K -2,724 -3%
Koshinski Asset Management
266
Koshinski Asset Management
Illinois
$971K -$761K -70,362 -42%
MA
267
Mutual Advisors
Nebraska
$950K +$27.3K +2,526 +3%
WCM
268
Weik Capital Management
Pennsylvania
$948K +$65.8K +6,090 +7%
CI
269
CX Institutional
Indiana
$925K +$523K +48,354 +109%
EGWAG
270
Elwood & Goetz Wealth Advisory Group
Georgia
$920K +$996K +92,118 New
PA
271
Pinnacle Associates
New York
$916K +$104K +9,594 +12%
WWM
272
Western Wealth Management
Colorado
$913K +$990K +91,518 New
RBFC
273
Roman Butler Fullerton & Co
Missouri
$906K +$943K +87,186 New
TYCC
274
Texas Yale Capital Corp
Florida
$894K +$973 +90 +0.1%
V
275
Veritable
Delaware
$885K -$57.4K -5,310 -6%