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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEGWA
301
New England Guild Wealth Advisors
Connecticut
$330K +$66 +6 +0%
ACP
302
Aviance Capital Partners
Florida
$329K – – –
BIA
303
BHK Investment Advisors
Alabama
$327K +$325K +29,688 New
PI
304
Pachira Investments
California
$323K +$12K +1,098 +4%
RWA
305
River Wealth Advisors
Pennsylvania
$323K +$28.7K +2,628 +10%
ARMC
306
American Research & Management Company
Massachusetts
$320K +$6.56K +600 +2%
MA
307
MCF Advisors
Kentucky
$318K +$49.3K +4,506 +18%
TWA
308
TCI Wealth Advisors
Arizona
$316K – – –
S
309
SignatureFD
Georgia
$315K +$155K +14,178 +98%
JC
310
Jacobs & Co
California
$309K +$11.8K +1,080 +4%
GI
311
GS Investments
Minnesota
$308K -$5.64K -516 -2%
AWA
312
Arete Wealth Advisors
Illinois
$300K -$31.8K -2,910 -10%
OIA
313
Optimum Investment Advisors
Illinois
$299K – – –
NPPM
314
North Point Portfolio Managers
Ohio
$297K – – –
KBFS
315
Kohmann Bosshard Financial Services
Ohio
$294K – – –
EWM
316
Empirical Wealth Management
Washington
$294K +$77.1K +7,056 +36%
LA
317
Leonetti & Associates
Illinois
$285K +$52.5K +4,800 +23%
WPA
318
West Paces Advisors
Georgia
$280K +$459 +42 +0.2%
FCIM
319
Fairview Capital Investment Management
California
$274K +$272K +24,870 New
CRC
320
Curi RMB Capital
Illinois
$271K +$984 +90 +0.4%
APP
321
Avantax Planning Partners
Iowa
$270K -$84.2K -7,698 -24%
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$270K – – –
Citigroup
323
Citigroup
New York
$270K +$92.7K +8,478 +53%
AAS
324
Annex Advisory Services
Wisconsin
$268K +$36.9K +3,378 +16%
CSIC
325
Clifford Swan Investment Counsel
California
$267K -$3.28K -300 -1%