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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
301
First National Bank of Mount Dora
Florida
$713K +$25.9K +2,400 +3%
DI
302
Diligent Investors
California
$711K +$770K +71,184 New
CG
303
Colony Group
Massachusetts
$700K +$126K +11,622 +20%
FWM
304
Focused Wealth Management
New York
$689K +$597K +55,194 +401%
SSI
305
Scott & Selber Inc
Texas
$684K +$176K +16,314 +31%
AFS
306
Access Financial Services
Minnesota
$680K +$736K +68,040 New
RM
307
Resource Management
Louisiana
$671K +$519 +48 +0.1%
JWM
308
JFG Wealth Management
Colorado
$669K +$725K +67,074 New
CPIG
309
Chicago Partners Investment Group
Illinois
$645K -$25.2K -2,328 -4%
EWM
310
Evermay Wealth Management
Virginia
$640K +$693K +64,074 New
SCA
311
Stonebridge Capital Advisors
Minnesota
$625K +$677K +62,604 New
RCA
312
Rowland Carmichael Advisors
Arizona
$624K
TCM
313
Twele Capital Management
Minnesota
$624K +$8.56K +792 +1%
GLA
314
Good Life Advisors
Pennsylvania
$619K -$13K -1,200 -2%
CWM
315
Cranbrook Wealth Management
Michigan
$613K
WAM
316
Weatherly Asset Management
California
$611K +$29K +2,682 +5%
Bank of New York Mellon
317
Bank of New York Mellon
New York
$599K -$29.9K -2,766 -4%
BIA
318
BHK Investment Advisors
Alabama
$597K +$66.4K +6,144 +11%
SLA
319
Silver Lake Advisory
Utah
$586K +$33.2K +3,066 +6%
LYV
320
Live Your Vision
Pennsylvania
$580K +$119K +11,016 +25%
SFSIG
321
San Francisco Sentry Investment Group
California
$572K +$20.1K +1,860 +3%
MSS
322
Mitchell Sinkler & Starr
Pennsylvania
$568K +$87.6K +8,100 +17%
ODCM
323
Old Dominion Capital Management
Virginia
$561K -$649K -60,000 -52%
PI
324
Pachira Investments
California
$547K +$263K +24,312 +80%
SMC
325
Smith, Moore & Co
Missouri
$541K -$863K -79,830 -60%