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