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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$212K +$209K +18,090 New
CC
377
Cadinha & Co
Hawaii
$211K +$207K +18,000 New
MCM
378
Mengis Capital Management
Oregon
$211K +$208K +18,024 New
CAMG
379
CWA Asset Management Group
Florida
$210K +$206K +17,886 New
SCM
380
Schnieders Capital Management
California
$207K +$204K +17,658 New
CL
381
CPWM LLC
Washington
$204K +$200K +17,382 New
PAM
382
Premier Asset Management
Illinois
$203K +$200K +17,310 New
Citigroup
383
Citigroup
New York
$202K -$84.4K -7,326 -30%
AIA
384
Arcadia Investment Advisors
Idaho
$200K -$12K -1,044 -6%
APSP
385
Asset Planning Services (Pennsylvania)
Pennsylvania
$198K -$2.21K -192 -1%
MFT
386
Moisand Fitzgerald Tamayo
Florida
$197K +$207 +18 +0.1%
BWA
387
Burt Wealth Advisors
Maryland
$196K +$14.5K +1,260 +8%
VIA
388
Vantage Investment Advisors
Pennsylvania
$173K -$2.08K -180 -1%
VFA
389
Valeo Financial Advisors
Indiana
$169K +$37.6K +3,264 +26%
TIM
390
Tortoise Investment Management
New York
$166K
FWM
391
Focused Wealth Management
New York
$161K -$400K -34,692 -72%
ECM
392
Exchange Capital Management
Michigan
$149K +$66.2K +5,742 +83%
UBS AM
393
UBS AM
Illinois
$120K
AWM
394
AllSquare Wealth Management
New York
$118K
MA
395
MUFG Americas
New York
$118K
RWA
396
Ropes Wealth Advisors
Massachusetts
$117K
ML
397
McAdam LLC
Pennsylvania
$117K +$54K +4,686 +89%
AIM
398
Anchor Investment Management
South Carolina
$113K
RFC
399
Regions Financial Corp
Alabama
$113K
WAM
400
Wealthspire Advisors (Maryland)
Maryland
$109K +$484 +42 +0.5%