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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
376
Bigelow Investment Advisors
Maine
$2.01M +$55.4K +3,210 +3%
TSWM
377
Triangle Securities Wealth Management
North Carolina
$1.98M +$324K +18,771 +21%
EWM
378
Empirical Wealth Management
Washington
$1.98M -$118K -6,804 -6%
EL
379
Essex LLC
Illinois
$1.97M -$119K -6,906 -6%
AFP
380
Ausdal Financial Partners
Iowa
$1.97M +$119K +6,876 +7%
OIM
381
Opus Investment Management
Massachusetts
$1.96M -$66.3K -3,840 -4%
TIAA Trust, National Association
382
TIAA Trust, National Association
North Carolina
$1.94M – – –
MWM
383
Modera Wealth Management
New Jersey
$1.92M -$16.8K -972 -0.9%
PA
384
Pinnacle Associates
New York
$1.9M +$1.4K +81 +0.1%
SW
385
SVB Wealth
Massachusetts
$1.89M -$19.7K -1,143 -1%
WWC
386
Waypoint Wealth Counsel
Georgia
$1.88M -$1.27M -73,674 -42%
YIA
387
YHB Investment Advisors
Connecticut
$1.88M -$173K -10,032 -9%
SA
388
Skyline Advisors
Washington
$1.86M +$1.73M +100,440 New
DCM
389
Donaldson Capital Management
Indiana
$1.85M +$316K +18,285 +22%
SIC
390
Sigma Investment Counselors
Michigan
$1.85M +$17.2K +996 +1%
EWA
391
EP Wealth Advisors
California
$1.84M +$675K +39,057 +65%
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$1.82M -$9.64K -558 -0.6%
SWM
393
Segment Wealth Management
Texas
$1.81M -$18K -1,044 -1%
ECML
394
Eagle Capital Management (Louisiana)
Louisiana
$1.8M -$32.8K -1,899 -2%
WA
395
Waverly Advisors
Alabama
$1.79M +$1.3M +75,501 +358%
BA
396
Bridgewater Advisors
New York
$1.79M -$8.81K -510 -0.5%
AMG
397
Asset Management Group
Connecticut
$1.79M -$31.6K -1,830 -2%
AA
398
Advisory Alpha
Michigan
$1.78M -$252K -14,592 -13%
PNC Financial Services Group
399
PNC Financial Services Group
Pennsylvania
$1.76M -$120K -6,963 -7%
BWL
400
Bogart Wealth LLC
Virginia
$1.76M +$181K +10,485 +12%