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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
351
NFP Retirement Inc
California
$1.84M -$2.59M -149,775 -58%
AA
352
Advisory Alpha
Michigan
$1.83M -$14K -810 -0.7%
OIM
353
Opus Investment Management
Massachusetts
$1.82M
CAI
354
Capital Advisors Inc
Oklahoma
$1.81M -$467 -27 -0%
LCC
355
Lincoln Capital Corp
Rhode Island
$1.81M -$35.3K -2,037 -2%
VAF
356
Values Added Financial
District of Columbia
$1.78M -$86.7K -5,010 -4%
TWM
357
Tolleson Wealth Management
Texas
$1.75M -$19K -1,095 -1%
BIA
358
Bigelow Investment Advisors
Maine
$1.74M -$7.17K -414 -0.4%
TIAA Trust, National Association
359
TIAA Trust, National Association
North Carolina
$1.73M +$1.81M +104,361 New
MWM
360
Modera Wealth Management
New Jersey
$1.73M -$160K -9,240 -8%
CFA
361
Capstone Financial Advisors
Illinois
$1.72M +$312 +18 +0%
SW
362
SVB Wealth
Massachusetts
$1.71M +$504K +29,124 +39%
PA
363
Pinnacle Associates
New York
$1.7M +$16.7K +966 +1%
PNC Financial Services Group
364
PNC Financial Services Group
Pennsylvania
$1.7M +$5.66K +327 +0.3%
ECML
365
Eagle Capital Management (Louisiana)
Louisiana
$1.65M +$7.11K +411 +0.4%
AFP
366
Ausdal Financial Partners
Iowa
$1.65M +$223K +12,870 +15%
SWM
367
Segment Wealth Management
Texas
$1.64M +$7.32K +423 +0.4%
SIC
368
Sigma Investment Counselors
Michigan
$1.64M -$79.8K -4,608 -4%
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$1.64M -$102K -5,901 -6%
AMG
370
Asset Management Group
Connecticut
$1.63M -$104 -6 -0%
PFO
371
Pathstone Family Office
New Jersey
$1.62M +$1.42M +82,302 +535%
AF
372
Advisornet Financial
Minnesota
$1.61M +$5.04K +291 +0.3%
BA
373
Bridgewater Advisors
New York
$1.61M +$1.14K +66 +0.1%
VCAM
374
Van Cleef Asset Management
Ohio
$1.58M
BWP
375
BSW Wealth Partners
Colorado
$1.58M +$2.18K +126 +0.1%