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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
376
PNC Financial Services Group
Pennsylvania
$105K – – –
RWM
377
Raffa Wealth Management
District of Columbia
$98.4K -$31.3K -2,982 -25%
VFA
378
Valeo Financial Advisors
Indiana
$87K +$73.7K +7,026 +689%
FAAS
379
First Allied Advisory Services
California
$85K +$83.3K +7,944 New
AWM
380
AllSquare Wealth Management
New York
$82K – – –
VIA
381
Vantage Investment Advisors
Pennsylvania
$80K +$10.4K +996 +15%
SIAP
382
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K – – –
US Bancorp
383
US Bancorp
Minnesota
$71K – – –
TIM
384
Tortoise Investment Management
New York
$71K +$4.03K +384 +6%
SWP
385
Stratos Wealth Partners
Ohio
$71K +$69.6K +6,642 New
BAM
386
Barrett Asset Management
New York
$69K – – –
Bank of Montreal
387
Bank of Montreal
Ontario, Canada
$68K -$11K -1,050 -14%
TFS
388
TrustCore Financial Services
Tennessee
$62K +$60.1K +5,736 New
RFA
389
Reilly Financial Advisors
California
$61K – – –
KJWM
390
Kiley Juergens Wealth Management
Washington
$59K +$58K +5,532 New
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$56K +$252 +24 +0.5%
ST
392
Smithfield Trust
Pennsylvania
$53K – – –
WWM
393
Willingdon Wealth Management
North Carolina
$52K – – –
SSB
394
Sandy Spring Bank
Maryland
$51K – – –
BCP
395
Blackhawk Capital Partners
Wisconsin
$47K +$45.5K +4,338 New
CCM
396
Covington Capital Management
California
$40K – – –
NC
397
NewSquare Capital
Pennsylvania
$40K – – –
PMFA
398
Plante Moran Financial Advisors
Michigan
$36K +$35.2K +3,354 New
QAM
399
QCI Asset Management
New York
$35K – – –
CAC
400
Certified Advisory Corp
Florida
$35K +$34.4K +3,282 New