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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cabot Wealth Management
Massachusetts
$1.36M -$19.3K -1,668 -1%
TIA
252
Traphagen Investment Advisors
New Jersey
$1.35M +$7.9K +684 +0.6%
PFC
253
Phocas Financial Corp
California
$1.33M – – –
GIP
254
Granite Investment Partners
California
$1.32M +$41.6K +3,600 +3%
CFA
255
Capstone Financial Advisors
Illinois
$1.31M +$346 +30 +0%
BIA
256
Bigelow Investment Advisors
Maine
$1.31M +$8.94K +774 +0.7%
PAMG
257
Patton Albertson Miller Group
Tennessee
$1.29M +$1.28M +110,910 New
SIAS
258
Shine Investment Advisory Services
Colorado
$1.28M +$3.53K +306 +0.3%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$262K +22,704 +26%
V
260
Veritable
Delaware
$1.26M +$554 +48 +0%
EWM
261
Empirical Wealth Management
Washington
$1.25M +$147K +12,714 +14%
GCA
262
Gradient Capital Advisors
California
$1.22M +$970 +84 +0.1%
AMG
263
Asset Management Group
Connecticut
$1.22M -$345K -29,898 -22%
DP
264
Denver PWM
Colorado
$1.21M +$15.3K +1,326 +1%
CG
265
Colony Group
Massachusetts
$1.21M +$362K +31,350 +44%
SCM
266
SOL Capital Management
Maryland
$1.21M +$7.41K +642 +0.6%
BWP
267
BSW Wealth Partners
Colorado
$1.2M +$46.1K +3,990 +4%
PIM
268
Penobscot Investment Management
Massachusetts
$1.2M -$6.03K -522 -0.5%
RBFC
269
Roman Butler Fullerton & Co
Missouri
$1.19M – – –
GLA
270
Good Life Advisors
Pennsylvania
$1.18M – – –
DSN
271
D. Scott Neal
Kentucky
$1.16M +$32.6K +2,820 +3%
WPA
272
West Paces Advisors
Georgia
$1.13M -$61K -5,280 -5%
SBA
273
Secrest Blakey & Associates
North Carolina
$1.11M +$11.8K +1,026 +1%
SIC
274
Sigma Investment Counselors
Michigan
$1.11M +$64.4K +5,580 +6%
SFA
275
Sequoia Financial Advisors
Ohio
$1.11M +$805K +69,690 +280%