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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
301
Citigroup
New York
$154K +$655 +66 +0.4%
MFT
302
Moisand Fitzgerald Tamayo
Florida
$147K +$144K +14,508 New
CDIA
303
Capital Directions Investment Advisors
Georgia
$137K +$134K +13,500 New
GBBWRPM
304
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$127K -$21.2K -2,136 -15%
RWM
305
Raffa Wealth Management
District of Columbia
$123K +$119 +12 +0.1%
AFNAS
306
American Financial Network Advisory Services
California
$123K +$121K +12,144 New
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$118K +$30.3K +3,048 +36%
RWA
308
Ropes Wealth Advisors
Massachusetts
$110K -$78.1K -7,872 -42%
AC
309
Alexandria Capital
Virginia
$102K – – –
MA
310
MUFG Americas
New York
$102K – – –
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$99K +$13K +1,308 +15%
SFSIG
312
San Francisco Sentry Investment Group
California
$99K +$96.8K +9,750 New
PA
313
Parallel Advisors
California
$89K -$26.1K -2,634 -24%
HI
314
Hudock Inc
Pennsylvania
$87K +$85.4K +8,604 New
SEI Investments
315
SEI Investments
Pennsylvania
$78K +$3.51K +354 +5%
AWM
316
AllSquare Wealth Management
New York
$77K – – –
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$75K +$4.29K +432 +6%
SIAP
318
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$71K – – –
GRP
319
Global Retirement Partners
California
$69K +$46.2K +4,650 +213%
US Bancorp
320
US Bancorp
Minnesota
$67K – – –
VIA
321
Vantage Investment Advisors
Pennsylvania
$66K +$14.1K +1,422 +28%
BAM
322
Barrett Asset Management
New York
$65K – – –
TIM
323
Tortoise Investment Management
New York
$63K – – –
OAM
324
Oppenheimer Asset Management
New York
$59K – – –
RFA
325
Reilly Financial Advisors
California
$58K -$5.96K -600 -10%