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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
326
Wealthcare Advisory Partners
Pennsylvania
$52K +$51.1K +5,148 New
ST
327
Smithfield Trust
Pennsylvania
$50K – – –
SSB
328
Sandy Spring Bank
Maryland
$49K – – –
WWM
329
Willingdon Wealth Management
North Carolina
$49K +$47.6K +4,800 New
CCM
330
Covington Capital Management
California
$38K +$36.7K +3,696 New
NC
331
NewSquare Capital
Pennsylvania
$37K +$36.6K +3,690 New
QAM
332
QCI Asset Management
New York
$33K +$18.6K +1,878 +138%
MCM
333
MV Capital Management
Maryland
$32K – – –
PO
334
Private Ocean
California
$24K +$60 +6 +0.3%
AIM
335
Advantage Investment Management
Iowa
$21K -$5.78K -582 -22%
EWM
336
Edge Wealth Management
New York
$21K – – –
GWM
337
Geneos Wealth Management
Colorado
$21K – – –
YWP
338
YorkBridge Wealth Partners
New York
$18K – – –
PCFFS
339
Pacific Center for Financial Services
California
$17K +$4.82K +486 +39%
GWS
340
Glassman Wealth Services
Virginia
$16K – – –
NIC
341
Northwest Investment Counselors
Oregon
$15K – – –
JGIA
342
Jackson Grant Investment Advisers
Connecticut
$11K +$60 +6 +0.5%
SWA
343
Sutton Wealth Advisors
Florida
$10.4K +$715 +72 +8%
MCM
344
Manchester Capital Management
Vermont
$10K +$834 +84 +9%
VFA
345
Valeo Financial Advisors
Indiana
$10K +$10.1K +1,020 New
AIA
346
Armor Investment Advisors
North Carolina
$9K – – –
QI
347
QS Investors
New York
$9K +$2.98K +300 +50%
WC
348
Whitnell & Co
Illinois
$7K – – –
WA
349
Winfield Associates
Ohio
$6K – – –
Manulife (Manufacturers Life Insurance)
350
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$3.75K +378 New