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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
351
Deutsche Bank
Germany
$208K +$215K +19,584 New
RPA
352
Rock Point Advisors
Vermont
$204K +$211K +19,194 New
SS
353
Simplicity Solutions
Minnesota
$202K +$209K +18,990 New
EHPM
354
Emery Howard Portfolio Management
California
$201K +$857 +78 +0.4%
AIA
355
Arcadia Investment Advisors
Idaho
$194K
APSP
356
Asset Planning Services (Pennsylvania)
Pennsylvania
$188K -$3.23K -294 -2%
GRP
357
Global Retirement Partners
California
$188K +$60K +5,460 +45%
FRA
358
Front Row Advisors
California
$172K
Citigroup
359
Citigroup
New York
$170K +$8.64K +786 +5%
MFT
360
Moisand Fitzgerald Tamayo
Florida
$169K +$10.5K +954 +6%
BWA
361
Burt Wealth Advisors
Maryland
$164K
S
362
SignatureFD
Georgia
$154K +$159K +14,508 New
CDIA
363
Capital Directions Investment Advisors
Georgia
$144K
TIM
364
Tortoise Investment Management
New York
$141K +$72.5K +6,600 +100%
PA
365
Parallel Advisors
California
$137K +$10.4K +948 +8%
EA
366
Efficient Advisors
Ohio
$137K +$141K +12,852 New
PNC Financial Services Group
367
PNC Financial Services Group
Pennsylvania
$134K +$31.6K +2,880 +30%
GBBWRPM
368
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$134K +$138K +12,594 New
WAM
369
Wealthspire Advisors (Maryland)
Maryland
$131K +$6.86K +624 +5%
BCP
370
Blackhawk Capital Partners
Wisconsin
$121K +$77.1K +7,020 +162%
VFA
371
Valeo Financial Advisors
Indiana
$118K +$33K +3,006 +37%
RWA
372
Ropes Wealth Advisors
Massachusetts
$111K
SSB
373
Sandy Spring Bank
Maryland
$110K +$60.7K +5,526 +115%
UBS AM
374
UBS AM
Illinois
$109K +$112K +10,230 New
MA
375
MUFG Americas
New York
$107K