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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
351
Advisory Alpha
Michigan
$1.74M +$48.2K +3,084 +3%
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
$1.74M -$12.1K -777 -0.7%
LSAG
353
Lake Street Advisors Group
New Hampshire
$1.73M +$6.47K +414 +0.4%
RTL
354
Red Tortoise LLC
Georgia
$1.73M +$696K +44,505 +70%
CAI
355
Capital Advisors Inc
Oklahoma
$1.72M -$360K -23,052 -18%
TWM
356
Tolleson Wealth Management
Texas
$1.69M -$3.8K -243 -0.2%
CAM
357
Carret Asset Management
New York
$1.69M +$114K +7,302 +7%
SIC
358
Sigma Investment Counselors
Michigan
$1.65M +$13.4K +855 +0.8%
CFA
359
Capstone Financial Advisors
Illinois
$1.65M +$281 +18 +0%
PNC Financial Services Group
360
PNC Financial Services Group
Pennsylvania
$1.64M -$16.3K -1,041 -1%
SHWM
361
Smith & Howard Wealth Management
Georgia
$1.63M +$85K +5,436 +6%
V
362
Veritable
Delaware
$1.63M +$422 +27 +0%
TF
363
TIAA FSB
Florida
$1.6M -$69.6K -4,449 -4%
SWM
364
Segment Wealth Management
Texas
$1.57M +$13.4K +858 +0.9%
Baird Financial Group
365
Baird Financial Group
Wisconsin
$1.57M +$674K +43,107 +78%
AMG
366
Asset Management Group
Connecticut
$1.56M +$5.82K +372 +0.4%
AF
367
Advisornet Financial
Minnesota
$1.56M -$58.5K -3,741 -4%
WWM
368
Western Wealth Management
Colorado
$1.55M +$469 +30 +0%
TYCC
369
Texas Yale Capital Corp
Florida
$1.55M
VCAM
370
Van Cleef Asset Management
Ohio
$1.54M
BA
371
Bridgewater Advisors
New York
$1.54M -$797 -51 -0.1%
HR
372
Howe & Rusling
New York
$1.54M +$1.48M +94,851 +5,100%
PA
373
Pinnacle Associates
New York
$1.5M -$125K -8,022 -8%
BWP
374
BSW Wealth Partners
Colorado
$1.5M +$47.5K +3,036 +3%
MMA
375
Miracle Mile Advisors
California
$1.48M +$55.2K +3,528 +4%