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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGLC
326
Johnson Financial Group LLC (Colorado)
Colorado
$241K +$249K +22,686 New
EAM
327
Evanson Asset Management
California
$236K – – –
CCM
328
Carlson Capital Management
Minnesota
$236K +$6.72K +612 +3%
SMFS
329
Squar Milner Financial Services
California
$235K – – –
AIM
330
Aspen Investment Management
Michigan
$234K -$38.2K -3,480 -14%
AWM
331
Avior Wealth Management
Nebraska
$232K -$25.6K -2,328 -10%
SWM
332
Stockman Wealth Management
Montana
$230K -$19.8K -1,806 -8%
FIAS
333
FinTrust Investment Advisory Services
South Carolina
$226K -$43.4K -3,948 -16%
LA
334
Leonetti & Associates
Illinois
$225K -$26.4K -2,400 -10%
RCAG
335
Rehmann Capital Advisory Group
Michigan
$225K – – –
HIC
336
Hartline Investment Corp
Illinois
$224K -$23.1K -2,100 -9%
AAS
337
Annex Advisory Services
Wisconsin
$223K -$39.8K -3,618 -15%
PWMAG
338
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$14.5K +1,320 +7%
LWAC
339
Laurel Wealth Advisors (California)
California
$220K -$232K -21,156 -50%
SHA
340
Seneca House Advisors
Virginia
$219K +$226K +20,592 New
PP
341
Palladium Partners
Virginia
$218K – – –
SG
342
Somerset Group
Minnesota
$218K +$225K +20,472 New
PPA
343
Parametric Portfolio Associates
Washington
$217K -$3.99M -363,114 -95%
DADC
344
D.A. Davidson & Co
Montana
$217K – – –
WA
345
Wealth Architects
California
$216K +$66 +6 +0%
Wealth Enhancement Advisory Services
346
Wealth Enhancement Advisory Services
Minnesota
$214K +$6.86K +624 +3%
LI
347
LVZ Inc
Michigan
$214K +$221K +20,142 New
FAIM
348
Financial Advocates Investment Management
Washington
$212K +$396 +36 +0.2%
GC
349
Grimes & Company
Massachusetts
$211K – – –
EWM
350
Empirical Wealth Management
Washington
$210K +$330 +30 +0.2%