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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
376
Keebeck Wealth Management
Illinois
$1.24M – – –
SHWM
377
Silicon Hills Wealth Management
Texas
$1.23M -$32.7K -1,836 -3%
TIA
378
Traphagen Investment Advisors
New Jersey
$1.23M – – –
PIM
379
Penobscot Investment Management
Massachusetts
$1.2M +$107 +6 +0%
RTL
380
Red Tortoise LLC
Georgia
$1.2M +$3.05M +171,510 New
NHC
381
Nicholas Hoffman & Company
Georgia
$1.19M +$107 +6 +0%
PA
382
Pinnacle Associates
New York
$1.17M -$233K -13,098 -16%
CFA
383
Carroll Financial Associates
North Carolina
$1.17M +$10K +564 +0.8%
SCP
384
Shorepoint Capital Partners
Massachusetts
$1.17M +$1.2M +67,308 New
B
385
Bailard
California
$1.14M -$18K -1,014 -2%
WWP
386
Waypoint Wealth Partners
California
$1.13M +$24.3K +1,368 +2%
CAG
387
Crestwood Advisors Group
Massachusetts
$1.13M -$159K -8,934 -12%
MS
388
Madden Securities
Texas
$1.12M -$18K -1,014 -2%
DP
389
Denver PWM
Colorado
$1.1M -$3.52K -198 -0.3%
Financial Engines Advisors
390
Financial Engines Advisors
California
$1.09M +$1.12M +62,886 New
GT
391
Glenmede Trust
Pennsylvania
$1.08M +$394K +22,134 +55%
CNFG
392
Creegan & Nassoura Financial Group
New Hampshire
$1.07M – – –
AFAS
393
Acorn Financial Advisory Services
Virginia
$1.07M -$2.77K -156 -0.3%
IAN
394
Integrated Advisors Network
Texas
$1.07M +$845K +47,526 +332%
CA
395
Callahan Advisors
Texas
$1.06M +$6.19K +348 +0.6%
RWRC
396
R.W. Roge & Company
New York
$1.06M -$8.96K -504 -0.9%
OPWM
397
Oakwell Private Wealth Management
Texas
$1.06M -$155K -8,712 -12%
AAP
398
Arax Advisory Partners
Colorado
$1.06M +$95.4K +5,364 +10%
TIM
399
Tortoise Investment Management
New York
$1.05M -$36.1K -2,028 -3%
CTA
400
Chesley Taft & Associates
Illinois
$1.03M +$42.7K +2,400 +4%