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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
MV Capital Management
Maryland
$34K – – –
PO
402
Private Ocean
California
$34K +$9.12K +870 +37%
PCFFS
403
Pacific Center for Financial Services
California
$30K +$11.1K +1,062 +62%
GWS
404
Glassman Wealth Services
Virginia
$30K +$12.1K +1,152 +72%
TVWM
405
Tower View Wealth Management
Wisconsin
$27K +$26.1K +2,490 New
TL
406
TrueWealth LLC
Georgia
$24K +$23.6K +2,250 New
EWM
407
Edge Wealth Management
New York
$22K – – –
GWM
408
Geneos Wealth Management
Colorado
$22K – – –
AIM
409
Advantage Investment Management
Iowa
$21K – – –
YWP
410
YorkBridge Wealth Partners
New York
$21K +$1.45K +138 +8%
MFW
411
Mosaic Family Wealth
Missouri
$20K +$19.2K +1,830 New
HNB
412
Huntington National Bank
Ohio
$19K – – –
TCOV
413
Trust Company of Vermont
Vermont
$13K +$12.3K +1,170 New
JGIA
414
Jackson Grant Investment Advisers
Connecticut
$12K – – –
MCM
415
Manchester Capital Management
Vermont
$11K +$252 +24 +2%
POIA
416
Pin Oak Investment Advisors
Texas
$11K +$10.5K +1,002 New
SWA
417
Sutton Wealth Advisors
Florida
$10.9K -$63 -6 -0.6%
AIA
418
Armor Investment Advisors
North Carolina
$10K – – –
QI
419
QS Investors
New York
$10K – – –
Manulife (Manufacturers Life Insurance)
420
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$5.98K +570 +151%
WC
421
Whitnell & Co
Illinois
$8K – – –
JP Morgan Chase
422
JP Morgan Chase
New York
$8K +$2.89K +276 +65%
GI
423
Gradient Investments
Minnesota
$8K +$8.18K +780 New
WA
424
Winfield Associates
Ohio
$7K – – –
AA
425
Advisory Alpha
Michigan
$6K -$1.24M -118,470 -100%