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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
276
Burt Wealth Advisors
Maryland
$147K -$54.4K -5,802 -27%
GBBWRPM
277
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$140K +$507 +54 +0.4%
KKAMG
278
Kernodle & Katon Asset Management Group
Arkansas
$138K -$45.9K -4,890 -25%
TFO
279
Tarbox Family Office
California
$131K
RWM
280
Raffa Wealth Management
District of Columbia
$115K +$15.1K +1,614 +15%
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$114K +$19.6K +2,094 +21%
ST
282
Smithfield Trust
Pennsylvania
$110K
PA
283
Parallel Advisors
California
$98K +$44.4K +4,734 +87%
MA
284
MUFG Americas
New York
$95K
US Bancorp
285
US Bancorp
Minnesota
$93K -$5.07K -540 -5%
CPIG
286
Chicago Partners Investment Group
Illinois
$86K +$14.2K +1,518 +20%
WAM
287
Wealthspire Advisors (Maryland)
Maryland
$81K +$281 +30 +0.4%
AWM
288
AllSquare Wealth Management
New York
$72K
HCC
289
Hirtle Callaghan & Co
Pennsylvania
$70K
SIAP
290
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$67K +$34.8K +3,708 +112%
BAM
291
Barrett Asset Management
New York
$61K
TIM
292
Tortoise Investment Management
New York
$59K
OAM
293
Oppenheimer Asset Management
New York
$54K +$53.4K +5,694 New
PFBT
294
Parkside Financial Bank & Trust
Missouri
$52K +$51.3K +5,472 New
VIA
295
Vantage Investment Advisors
Pennsylvania
$48K +$22.7K +2,418 +94%
SSB
296
Sandy Spring Bank
Maryland
$46K
MCM
297
MV Capital Management
Maryland
$45K
RFA
298
Reilly Financial Advisors
California
$43K +$6.25K +666 +17%
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
$42K -$19.9K -2,124 -32%
EWM
300
Edge Wealth Management
New York
$31K -$27.6K -2,940 -48%