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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
376
Raffa Wealth Management
District of Columbia
$98.4K -$31.3K -2,982 -25%
VFA
377
Valeo Financial Advisors
Indiana
$87K +$73.7K +7,026 +689%
FAAS
378
First Allied Advisory Services
California
$85K +$83.3K +7,944 New
AWM
379
AllSquare Wealth Management
New York
$82K
VIA
380
Vantage Investment Advisors
Pennsylvania
$80K +$10.4K +996 +15%
SIAP
381
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K
US Bancorp
382
US Bancorp
Minnesota
$71K
TIM
383
Tortoise Investment Management
New York
$71K +$4.03K +384 +6%
SWP
384
Stratos Wealth Partners
Ohio
$71K +$69.6K +6,642 New
BAM
385
Barrett Asset Management
New York
$69K
Bank of Montreal
386
Bank of Montreal
Ontario, Canada
$68K -$11K -1,050 -14%
TFS
387
TrustCore Financial Services
Tennessee
$62K +$60.1K +5,736 New
RFA
388
Reilly Financial Advisors
California
$61K
KJWM
389
Kiley Juergens Wealth Management
Washington
$59K +$58K +5,532 New
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$56K +$252 +24 +0.5%
ST
391
Smithfield Trust
Pennsylvania
$53K
WWM
392
Willingdon Wealth Management
North Carolina
$52K
SSB
393
Sandy Spring Bank
Maryland
$51K
BCP
394
Blackhawk Capital Partners
Wisconsin
$47K +$45.5K +4,338 New
CCM
395
Covington Capital Management
California
$40K
NC
396
NewSquare Capital
Pennsylvania
$40K
PMFA
397
Plante Moran Financial Advisors
Michigan
$36K +$35.2K +3,354 New
QAM
398
QCI Asset Management
New York
$35K
CAC
399
Certified Advisory Corp
Florida
$35K +$34.4K +3,282 New
MCM
400
MV Capital Management
Maryland
$34K