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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$226K +$66 +6 +0%
PP
352
Palladium Partners
Virginia
$225K – – –
DADC
353
D.A. Davidson & Co
Montana
$224K – – –
RPA
354
Rock Point Advisors
Vermont
$224K +$12.5K +1,140 +6%
HIC
355
Hartline Investment Corp
Illinois
$223K -$8.2K -750 -4%
LI
356
LVZ Inc
Michigan
$222K – – –
CCM
357
Chilton Capital Management
Texas
$221K +$220K +20,082 New
FAIM
358
Financial Advocates Investment Management
Washington
$220K +$394 +36 +0.2%
GC
359
Grimes & Company
Massachusetts
$218K – – –
SGAM
360
Steinberg Global Asset Management
Florida
$212K +$211K +19,278 New
PSF
361
Pacific Sun Financial
California
$209K +$197K +18,060 New
RAG
362
Roof Advisory Group
Pennsylvania
$208K +$207K +18,900 New
CCP
363
Clarkston Capital Partners
Michigan
$205K -$9.84K -900 -5%
ECM
364
Evergreen Capital Management
Washington
$201K +$200K +18,300 New
GT
365
Glenmede Trust
Pennsylvania
$199K +$198K +18,114 New
AIA
366
Arcadia Investment Advisors
Idaho
$199K -$1.38K -126 -0.7%
APSP
367
Asset Planning Services (Pennsylvania)
Pennsylvania
$196K +$853 +78 +0.4%
GRP
368
Global Retirement Partners
California
$195K +$590 +54 +0.3%
FRA
369
Front Row Advisors
California
$185K – – –
MFT
370
Moisand Fitzgerald Tamayo
Florida
$184K +$9.25K +846 +5%
BWA
371
Burt Wealth Advisors
Maryland
$170K – – –
VIA
372
Vantage Investment Advisors
Pennsylvania
$164K +$71.8K +6,570 +79%
PA
373
Parallel Advisors
California
$158K +$17.2K +1,572 +12%
TIM
374
Tortoise Investment Management
New York
$155K +$9.84K +900 +7%
VFA
375
Valeo Financial Advisors
Indiana
$142K +$14.4K +1,320 +12%