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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
276
Chicago Partners Investment Group
Illinois
$237K -$69K -6,954 -23%
WA
277
Wealth Architects
California
$236K +$179 +18 +0.1%
GI
278
GS Investments
Minnesota
$235K +$14.3K +1,440 +7%
Jane Street
279
Jane Street
New York
$234K -$6.92M -697,218 -97%
FFWA
280
FRG Family Wealth Advisors
Washington
$234K – – –
CAN
281
Cetera Advisor Networks
California
$233K +$230K +23,208 New
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$231K +$225K +22,710 New
PA
283
Paracle Advisors
Washington
$230K +$238 +24 +0.1%
EAM
284
Evanson Asset Management
California
$229K +$60 +6 +0%
ECM
285
Exchange Capital Management
Michigan
$225K +$196K +19,788 +843%
SWM
286
Stockman Wealth Management
Montana
$224K +$219K +22,074 New
FIM
287
Frontier Investment Management
Texas
$218K -$184K -18,588 -46%
RCAG
288
Rehmann Capital Advisory Group
Michigan
$215K +$893 +90 +0.4%
RWM
289
Ritholtz Wealth Management
New York
$214K -$3.16K -318 -1%
AMIM
290
Aull & Monroe Investment Management
Alabama
$211K +$206K +20,772 New
CCM
291
Carlson Capital Management
Minnesota
$210K – – –
PP
292
Palladium Partners
Virginia
$208K +$203K +20,490 New
DADC
293
D.A. Davidson & Co
Montana
$207K – – –
AIM
294
Aspen Investment Management
Michigan
$203K +$199K +20,004 New
EWM
295
Empirical Wealth Management
Washington
$203K +$199K +20,004 New
GC
296
Grimes & Company
Massachusetts
$201K +$197K +19,800 New
PWMAG
297
Pinnacle Wealth Management Advisory Group
New Jersey
$201K +$197K +19,800 New
APSP
298
Asset Planning Services (Pennsylvania)
Pennsylvania
$185K -$1.85K -186 -1%
GT
299
Glenmede Trust
Pennsylvania
$177K – – –
BWA
300
Burt Wealth Advisors
Maryland
$157K -$11.4K -1,152 -7%