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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
401
QCI Asset Management
New York
$34K
PO
402
Private Ocean
California
$34K +$66 +6 +0.2%
PCFFS
403
Pacific Center for Financial Services
California
$34K +$4.75K +432 +16%
FWM
404
Focused Wealth Management
New York
$34K +$35.5K +3,228 New
GWS
405
Glassman Wealth Services
Virginia
$29K
TVWM
406
Tower View Wealth Management
Wisconsin
$27K +$66 +6 +0.2%
ECM
407
Exchange Capital Management
Michigan
$24K -$258K -23,514 -91%
TL
408
TrueWealth LLC
Georgia
$24K
GWM
409
Geneos Wealth Management
Colorado
$22K
AIM
410
Advantage Investment Management
Iowa
$21K
YWP
411
YorkBridge Wealth Partners
New York
$21K
IIC
412
Integrated Investment Consultants
Michigan
$20K +$20.6K +1,872 New
QI
413
QS Investors
New York
$16K +$6.59K +600 +67%
TCM
414
Tradewinds Capital Management
Washington
$16K +$16.5K +1,500 New
FC
415
Ferris Capital
Massachusetts
$13K +$13.6K +1,242 New
TCOV
416
Trust Company of Vermont
Vermont
$12K
JGIA
417
Jackson Grant Investment Advisers
Connecticut
$12K +$66 +6 +0.5%
SWA
418
Sutton Wealth Advisors
Florida
$11.6K +$857 +78 +8%
POIA
419
Pin Oak Investment Advisors
Texas
$11K
MCM
420
Manchester Capital Management
Vermont
$11K +$198 +18 +2%
AIA
421
Armor Investment Advisors
North Carolina
$10K
CCA
422
Clearwater Capital Advisors
Illinois
$10K +$10K +912 New
JP Morgan Chase
423
JP Morgan Chase
New York
$9K +$1.45K +132 +19%
GI
424
Gradient Investments
Minnesota
$8K
WC
425
Whitnell & Co
Illinois
$8K