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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Carret Asset Management
New York
$1.01M +$46.5K +3,840 +4%
EWM
302
Empirical Wealth Management
Washington
$1.01M +$62.9K +5,202 +5%
SHJ
303
Sharkey, Howes & Javer
Colorado
$993K -$186K -15,408 -14%
WC
304
Waterloo Capital
Texas
$993K +$1.19M +98,592 New
AMG
305
Asset Management Group
Connecticut
$991K -$77.5K -6,408 -6%
SWM
306
Segment Wealth Management
Texas
$982K -$17.2K -1,422 -1%
WWM
307
Western Wealth Management
Colorado
$982K +$64.8K +5,352 +6%
ACA
308
Ackerman Capital Advisors
Texas
$981K +$1.18M +97,392 New
SCM
309
SOL Capital Management
Maryland
$971K -$57.4K -4,740 -5%
RWRC
310
R.W. Roge & Company
New York
$951K -$381K -31,482 -25%
CIA
311
Compass Ion Advisors
Pennsylvania
$940K +$1.13M +93,348 New
GCA
312
Gradient Capital Advisors
California
$935K -$73.8K -6,096 -6%
SIC
313
Sigma Investment Counselors
Michigan
$927K -$427K -35,292 -28%
BWP
314
BSW Wealth Partners
Colorado
$905K -$82.4K -6,810 -7%
SMC
315
Smith, Moore & Co
Missouri
$905K +$352K +29,100 +48%
IAP
316
Indie Asset Partners
Indiana
$897K +$110K +9,060 +11%
WCM
317
Weik Capital Management
Pennsylvania
$896K -$127K -10,470 -11%
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$896K +$285K +23,580 +36%
TYCC
319
Texas Yale Capital Corp
Florida
$890K -$13.8K -1,140 -1%
PIM
320
Penobscot Investment Management
Massachusetts
$890K -$5.45K -450 -0.5%
GBBWRPM
321
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$883K -$5.95M -491,436 -85%
FI
322
FormulaFolio Investments
Michigan
$870K -$6.21M -513,198 -86%
AA
323
Ancora Advisors
Ohio
$865K -$6.68K -552 -0.6%
PFA
324
Pure Financial Advisors
California
$858K -$374K -30,870 -27%
PA
325
Pinnacle Associates
New York
$852K -$40.3K -3,330 -4%