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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
351
Palladium Partners
Virginia
$225K
DADC
352
D.A. Davidson & Co
Montana
$224K
RPA
353
Rock Point Advisors
Vermont
$224K +$12.5K +1,140 +6%
HIC
354
Hartline Investment Corp
Illinois
$223K -$8.2K -750 -4%
LI
355
LVZ Inc
Michigan
$222K
CCM
356
Chilton Capital Management
Texas
$221K +$220K +20,082 New
FAIM
357
Financial Advocates Investment Management
Washington
$220K +$394 +36 +0.2%
GC
358
Grimes & Company
Massachusetts
$218K
SGAM
359
Steinberg Global Asset Management
Florida
$212K +$211K +19,278 New
PSF
360
Pacific Sun Financial
California
$209K +$197K +18,060 New
RAG
361
Roof Advisory Group
Pennsylvania
$208K +$207K +18,900 New
CCP
362
Clarkston Capital Partners
Michigan
$205K -$9.84K -900 -5%
ECM
363
Evergreen Capital Management
Washington
$201K +$200K +18,300 New
GT
364
Glenmede Trust
Pennsylvania
$199K +$198K +18,114 New
AIA
365
Arcadia Investment Advisors
Idaho
$199K -$1.38K -126 -0.7%
APSP
366
Asset Planning Services (Pennsylvania)
Pennsylvania
$196K +$853 +78 +0.4%
GRP
367
Global Retirement Partners
California
$195K +$590 +54 +0.3%
MFT
368
Moisand Fitzgerald Tamayo
Florida
$184K +$9.25K +846 +5%
BWA
369
Burt Wealth Advisors
Maryland
$170K
VIA
370
Vantage Investment Advisors
Pennsylvania
$164K +$71.8K +6,570 +79%
PA
371
Parallel Advisors
California
$158K +$17.2K +1,572 +12%
TIM
372
Tortoise Investment Management
New York
$155K +$9.84K +900 +7%
VFA
373
Valeo Financial Advisors
Indiana
$142K +$14.4K +1,320 +12%
GBBWRPM
374
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$139K
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$132K +$45.1K +4,128 +53%