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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$109K +$484 +42 +0.5%
RWM
402
Raffa Wealth Management
District of Columbia
$107K – – –
PNC Financial Services Group
403
PNC Financial Services Group
Pennsylvania
$106K -$8.64K -750 -8%
DOA
404
D'Orazio & Associates
Virginia
$100K +$98.1K +8,508 New
TFS
405
TrustCore Financial Services
Tennessee
$97K +$5.12K +444 +6%
QAM
406
QCI Asset Management
New York
$85K +$57.3K +4,974 +221%
CAC
407
Certified Advisory Corp
Florida
$84K +$138 +12 +0.2%
JWM
408
Janiczek Wealth Management
Colorado
$83K +$69 +6 +0.1%
SIAP
409
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$82K +$69 +6 +0.1%
FHA
410
Flagship Harbor Advisors
Massachusetts
$81K – – –
BAMG
411
Brand Asset Management Group
Missouri
$77K +$5.81K +504 +8%
CTB
412
Country Trust Bank
Illinois
$76K +$74.8K +6,492 New
BAM
413
Barrett Asset Management
New York
$75K – – –
HWM
414
Holloway Wealth Management
Florida
$75K – – –
SWP
415
Stratos Wealth Partners
Ohio
$74K +$72.6K +6,300 New
RFA
416
Reilly Financial Advisors
California
$67K – – –
KJWM
417
Kiley Juergens Wealth Management
Washington
$65K +$277 +24 +0.4%
TL
418
TrueWealth LLC
Georgia
$64K +$69 +6 +0.1%
SSB
419
Sandy Spring Bank
Maryland
$56K -$12.5K -1,086 -18%
WWM
420
Willingdon Wealth Management
North Carolina
$56K – – –
EWM
421
Elmwood Wealth Management
California
$53.2K – – –
KC
422
KHP Capital
Oklahoma
$53K – – –
ACA
423
Atlas Capital Advisors
Wyoming
$47.6K – – –
WAP
424
Wealthcare Advisory Partners
Pennsylvania
$47K – – –
PCFFS
425
Pacific Center for Financial Services
California
$47K +$2.97K +258 +7%