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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
326
Bogart Wealth LLC
Virginia
$1.61M -$103K -6,648 -5%
CAI
327
Capital Advisors Inc
Oklahoma
$1.58M -$160K -10,254 -8%
AAP
328
Arax Advisory Partners
Colorado
$1.57M -$4.81K -309 -0.3%
LCC
329
Lincoln Capital Corp
Rhode Island
$1.56M +$9.66K +621 +0.6%
BAM
330
Baldrige Asset Management
Pennsylvania
$1.56M -$1.35K -87 -0.1%
CG
331
Colony Group
Massachusetts
$1.56M -$34.9K -2,244 -2%
OIM
332
Opus Investment Management
Massachusetts
$1.53M +$1.12M +72,240 +194%
SAMC
333
Spectrum Asset Management (California)
California
$1.52M -$36.8K -2,364 -2%
BWM
334
Benchmark Wealth Management
Connecticut
$1.51M
LSAG
335
Lake Street Advisors Group
New Hampshire
$1.51M +$7.23K +465 +0.4%
AF
336
Advisornet Financial
Minnesota
$1.5M +$11.3K +726 +0.7%
TWM
337
Tolleson Wealth Management
Texas
$1.49M
MA
338
MBA Advisors
Pennsylvania
$1.48M -$170K -10,917 -9%
TF
339
TIAA FSB
Florida
$1.48M -$113K -7,275 -6%
IWC
340
Integrated Wealth Concepts
Massachusetts
$1.47M +$9.61K +618 +0.6%
BJL
341
Brighton Jones LLC
Washington
$1.46M +$85.2K +5,475 +6%
AA
342
Advisory Alpha
Michigan
$1.45M -$43.9K -2,820 -3%
CFA
343
Capstone Financial Advisors
Illinois
$1.44M +$11.6K +744 +0.7%
BWM
344
BCS Wealth Management
Tennessee
$1.43M +$14.5K +930 +0.9%
V
345
Veritable
Delaware
$1.43M +$467 +30 +0%
SIC
346
Sigma Investment Counselors
Michigan
$1.43M -$10.5K -672 -0.7%
SWM
347
Segment Wealth Management
Texas
$1.42M -$321K -20,604 -17%
PNC Financial Services Group
348
PNC Financial Services Group
Pennsylvania
$1.41M +$39.8K +2,559 +3%
CAM
349
Carret Asset Management
New York
$1.39M -$7.28K -468 -0.5%
AMG
350
Asset Management Group
Connecticut
$1.36M +$33K +2,124 +2%