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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
401
Private Ocean
California
$34K +$9.12K +870 +37%
PCFFS
402
Pacific Center for Financial Services
California
$30K +$11.1K +1,062 +62%
GWS
403
Glassman Wealth Services
Virginia
$30K +$12.1K +1,152 +72%
TVWM
404
Tower View Wealth Management
Wisconsin
$27K +$26.1K +2,490 New
TL
405
TrueWealth LLC
Georgia
$24K +$23.6K +2,250 New
EWM
406
Edge Wealth Management
New York
$22K
GWM
407
Geneos Wealth Management
Colorado
$22K
AIM
408
Advantage Investment Management
Iowa
$21K
YWP
409
YorkBridge Wealth Partners
New York
$21K +$1.45K +138 +8%
MFW
410
Mosaic Family Wealth
Missouri
$20K +$19.2K +1,830 New
HNB
411
Huntington National Bank
Ohio
$19K
TCOV
412
Trust Company of Vermont
Vermont
$13K +$12.3K +1,170 New
JGIA
413
Jackson Grant Investment Advisers
Connecticut
$12K
MCM
414
Manchester Capital Management
Vermont
$11K +$252 +24 +2%
POIA
415
Pin Oak Investment Advisors
Texas
$11K +$10.5K +1,002 New
SWA
416
Sutton Wealth Advisors
Florida
$10.9K -$63 -6 -0.6%
AIA
417
Armor Investment Advisors
North Carolina
$10K
QI
418
QS Investors
New York
$10K
Manulife (Manufacturers Life Insurance)
419
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$5.98K +570 +151%
WC
420
Whitnell & Co
Illinois
$8K
JP Morgan Chase
421
JP Morgan Chase
New York
$8K +$2.89K +276 +65%
GI
422
Gradient Investments
Minnesota
$8K +$8.18K +780 New
WA
423
Winfield Associates
Ohio
$7K
AA
424
Advisory Alpha
Michigan
$6K -$1.24M -118,470 -100%
FA
425
Fagan Associates
New York
$4.41K +$175K +16,704 +4%