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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
376
Crestwood Advisors Group
Massachusetts
$785K +$116K +10,038 +19%
PA
377
Perennial Advisors
New York
$776K -$18.7K -1,620 -2%
CWS
378
Cypress Wealth Services
California
$765K -$739K -64,092 -51%
AWA
379
Acorn Wealth Advisors
Michigan
$763K -$106K -9,174 -13%
PWM
380
Perigon Wealth Management
California
$746K +$91.4K +7,932 +15%
SWM
381
SVA Wealth Management
Wisconsin
$738K -$24.9K -2,160 -3%
MA
382
MCF Advisors
Kentucky
$733K -$72.8K -6,312 -10%
Citigroup
383
Citigroup
New York
$729K +$494K +42,876 +258%
PIM
384
Penobscot Investment Management
Massachusetts
$723K -$338K -29,280 -33%
TWM
385
Tolleson Wealth Management
Texas
$723K -$208 -18 -0%
RI
386
Ridgewood Investments
New Jersey
$717K
CTA
387
Chesley Taft & Associates
Illinois
$690K
GSAM
388
Grant Street Asset Management
Pennsylvania
$684K +$644K +55,878 New
AFA
389
Atlanta Financial Associates
Georgia
$683K -$28.7K -2,490 -4%
NRI
390
NFP Retirement Inc
California
$683K +$6.71K +582 +1%
SIAS
391
Shine Investment Advisory Services
Colorado
$677K -$255K -22,158 -29%
AAP
392
Arax Advisory Partners
Colorado
$677K +$195K +16,908 +44%
GP
393
Greenline Partners
New York
$671K +$2.56K +222 +0.4%
TCM
394
Twele Capital Management
Minnesota
$670K -$62.8K -5,448 -9%
SW
395
SVB Wealth
Massachusetts
$665K
G
396
Gainplan
Michigan
$658K -$65.5K -5,682 -10%
EPM
397
Elm Partners Management
Pennsylvania
$657K +$619K +53,688 New
SFSIG
398
San Francisco Sentry Investment Group
California
$620K +$9.34K +810 +2%
WWM
399
Windsor Wealth Management
Indiana
$618K +$88.7K +7,692 +18%
HIM
400
Hanlon Investment Management
New Jersey
$617K +$65.4K +5,670 +13%