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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
MBA Advisors
Pennsylvania
$1.71M +$1.67M +106,044 New
CFA
302
Capstone Financial Advisors
Illinois
$1.7M +$189 +12 +0%
CAM
303
Carret Asset Management
New York
$1.69M +$38.4K +2,436 +2%
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$1.68M +$133K +8,418 +9%
EWM
305
Empirical Wealth Management
Washington
$1.68M +$95.5K +6,060 +6%
BWM
306
Benchmark Wealth Management
Connecticut
$1.67M – – –
AMG
307
Asset Management Group
Connecticut
$1.66M +$114K +7,224 +8%
SC
308
Slow Capital
California
$1.63M -$26.5K -1,680 -2%
CG
309
Colony Group
Massachusetts
$1.63M +$434K +27,552 +38%
TF
310
TIAA FSB
Florida
$1.63M -$20.3K -1,290 -1%
RG
311
Retirement Group
California
$1.62M +$95.5K +6,060 +6%
CIA
312
Compass Ion Advisors
Pennsylvania
$1.61M +$6.91K +438 +0.4%
MPM
313
Meritage Portfolio Management
Kansas
$1.61M -$198K -12,528 -11%
SCA
314
STALEY CAPITAL ADVISERS
Pennsylvania
$1.6M -$101K -6,426 -6%
DTIM
315
Danda Trouve Investment Management
Kansas
$1.59M +$1.55M +98,106 +30,280%
PWSG
316
Pacific Wealth Strategies Group
California
$1.58M -$301K -19,074 -16%
WCM
317
Weik Capital Management
Pennsylvania
$1.58M +$105K +6,690 +7%
BWP
318
BSW Wealth Partners
Colorado
$1.57M +$25.5K +1,620 +2%
SIC
319
Sigma Investment Counselors
Michigan
$1.57M +$81.6K +5,178 +6%
BWM
320
BCS Wealth Management
Tennessee
$1.56M +$140K +8,910 +10%
IWC
321
Integrated Wealth Concepts
Massachusetts
$1.56M +$1.24M +78,480 +428%
SBH
322
Segall Bryant & Hamill
Illinois
$1.56M -$131K -8,334 -8%
QCG
323
Quadrant Capital Group
Ohio
$1.56M +$16.2K +1,026 +1%
WPIC
324
White Pine Investment Company
Michigan
$1.47M -$12.5K -792 -0.9%
WWM
325
Western Wealth Management
Colorado
$1.47M +$25.7K +1,632 +2%