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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Frontier Wealth Management
Missouri
$730K +$46K +4,254 +6%
HCIA
302
Hochman Cole Investment Advisors
Illinois
$724K +$784K +72,510 New
VCM
303
Versant Capital Management
Arizona
$717K -$26.1K -2,412 -3%
FNBOMD
304
First National Bank of Mount Dora
Florida
$713K +$25.9K +2,400 +3%
DI
305
Diligent Investors
California
$711K +$770K +71,184 New
CG
306
Colony Group
Massachusetts
$700K +$126K +11,622 +20%
FWM
307
Focused Wealth Management
New York
$689K +$597K +55,194 +401%
SSI
308
Scott & Selber Inc
Texas
$684K +$176K +16,314 +31%
AFS
309
Access Financial Services
Minnesota
$680K +$736K +68,040 New
RM
310
Resource Management
Louisiana
$671K +$519 +48 +0.1%
JWM
311
JFG Wealth Management
Colorado
$669K +$725K +67,074 New
CPIG
312
Chicago Partners Investment Group
Illinois
$645K -$25.2K -2,328 -4%
EWM
313
Evermay Wealth Management
Virginia
$640K +$693K +64,074 New
SCA
314
Stonebridge Capital Advisors
Minnesota
$625K +$677K +62,604 New
RCA
315
Rowland Carmichael Advisors
Arizona
$624K – – –
TCM
316
Twele Capital Management
Minnesota
$624K +$8.56K +792 +1%
GLA
317
Good Life Advisors
Pennsylvania
$619K -$13K -1,200 -2%
CWM
318
Cranbrook Wealth Management
Michigan
$613K – – –
WAM
319
Weatherly Asset Management
California
$611K +$29K +2,682 +5%
Bank of New York Mellon
320
Bank of New York Mellon
New York
$599K -$29.9K -2,766 -4%
BIA
321
BHK Investment Advisors
Alabama
$597K +$66.4K +6,144 +11%
SLA
322
Silver Lake Advisory
Utah
$586K +$33.2K +3,066 +6%
LYV
323
Live Your Vision
Pennsylvania
$580K +$119K +11,016 +25%
SFSIG
324
San Francisco Sentry Investment Group
California
$572K +$20.1K +1,860 +3%
MSS
325
Mitchell Sinkler & Starr
Pennsylvania
$568K +$87.6K +8,100 +17%