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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
276
Ritholtz Wealth Management
New York
$209K +$207K +21,408 New
WP
277
WealthPLAN Partners
Nebraska
$208K +$206K +21,312 New
RCAG
278
Rehmann Capital Advisory Group
Michigan
$205K +$204K +21,084 New
CWM
279
Cabot Wealth Management
Massachusetts
$202K -$15K -1,554 -7%
CCM
280
Carlson Capital Management
Minnesota
$202K +$200K +20,718 New
DADC
281
D.A. Davidson & Co
Montana
$198K
RWA
282
Ropes Wealth Advisors
Massachusetts
$183K
APSP
283
Asset Planning Services (Pennsylvania)
Pennsylvania
$179K -$753 -78 -0.4%
GT
284
Glenmede Trust
Pennsylvania
$166K
BWA
285
Burt Wealth Advisors
Maryland
$161K +$11.1K +1,152 +7%
Citigroup
286
Citigroup
New York
$147K -$46.6K -4,824 -24%
GBBWRPM
287
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$143K +$522 +54 +0.4%
RWM
288
Raffa Wealth Management
District of Columbia
$118K +$116 +12 +0.1%
PA
289
Parallel Advisors
California
$111K +$9.68K +1,002 +10%
MA
290
MUFG Americas
New York
$98K
AC
291
Alexandria Capital
Virginia
$98K +$96.7K +10,008 New
WAM
292
Wealthspire Advisors (Maryland)
Maryland
$83K +$406 +42 +0.5%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$82K -$33.8K -3,504 -29%
AWM
294
AllSquare Wealth Management
New York
$74K
SEI Investments
295
SEI Investments
Pennsylvania
$72K +$71.3K +7,386 New
HCC
296
Hirtle Callaghan & Co
Pennsylvania
$71K
SIAP
297
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$68K +$58 +6 +0.1%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$67K +$23.5K +2,436 +54%
US Bancorp
299
US Bancorp
Minnesota
$64K -$30.7K -3,180 -33%
BAM
300
Barrett Asset Management
New York
$62K