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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
326
Heritage Way Advisors
Illinois
$267K
SG
327
Somerset Group
Minnesota
$265K +$40K +3,660 +18%
DAM
328
Delta Asset Management
Tennessee
$264K
FF
329
Friedenthal Financial
New Jersey
$263K -$615K -56,262 -70%
PA
330
Paracle Advisors
Washington
$258K
AIM
331
Aspen Investment Management
Michigan
$257K +$14.7K +1,344 +6%
SAM
332
Smithbridge Asset Management
Pennsylvania
$257K +$255K +23,322 New
Cerity Partners
333
Cerity Partners
New York
$253K -$16K -1,464 -6%
FFWA
334
FRG Family Wealth Advisors
Washington
$253K
LNWWM
335
Laird Norton Wetherby Wealth Management
California
$252K +$2.1K +192 +0.8%
MAM
336
Mastrapasqua Asset Management
Tennessee
$252K +$250K +22,908 New
F
337
F3Logic
Minnesota
$251K -$584K -53,406 -70%
CCM
338
Carlson Capital Management
Minnesota
$250K +$5.51K +504 +2%
CA
339
Cetera Advisors
Colorado
$246K -$43.6K -3,984 -15%
EAM
340
Evanson Asset Management
California
$244K
SMFS
341
Squar Milner Financial Services
California
$243K
SHA
342
Seneca House Advisors
Virginia
$243K +$16.2K +1,482 +7%
AWM
343
Avior Wealth Management
Nebraska
$242K +$1.38K +126 +0.6%
SWM
344
Stockman Wealth Management
Montana
$238K
RCAG
345
Rehmann Capital Advisory Group
Michigan
$233K
WA
346
Wealth Architects
California
$233K +$9.71K +888 +4%
PWMAG
347
Pinnacle Wealth Management Advisory Group
New Jersey
$231K
AMIM
348
Aull & Monroe Investment Management
Alabama
$229K +$228K +20,862 New
LWAC
349
Laurel Wealth Advisors (California)
California
$228K
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$226K +$66 +6 +0%