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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
401
Cetera Advisor Networks
California
$247K +$59.1K +5,466 +29%
SFG
402
StrategIQ Financial Group
Indiana
$243K -$66.8K -6,174 -20%
HWA
403
Heritage Way Advisors
Illinois
$243K
DAM
404
Delta Asset Management
Tennessee
$240K
AMIM
405
Aull & Monroe Investment Management
Alabama
$240K +$2.6K +240 +1%
BCM
406
Bowie Capital Management
Texas
$240K +$260K +24,000 New
SIM
407
Sonora Investment Management
Arizona
$235K
MAS
408
Managed Account Services
Florida
$234K +$236K +21,870 New
Vanguard Capital Wealth Advisors
409
Vanguard Capital Wealth Advisors
Colorado
$231K -$191K -17,658 -43%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$231K +$1.36K +126 +0.5%
NFG
411
Next Financial Group
Texas
$230K +$249K +23,016 New
CA
412
Cetera Advisors
Colorado
$226K +$3.05K +282 +1%
EAM
413
Evanson Asset Management
California
$222K
APP
414
Avantax Planning Partners
Iowa
$221K +$3.57K +330 +2%
HFS
415
HL Financial Services
Kentucky
$221K +$239K +22,080 New
AWM
416
Avior Wealth Management
Nebraska
$220K +$714 +66 +0.3%
SMFS
417
Squar Milner Financial Services
California
$219K -$2.4K -222 -1%
SG
418
Somerset Group
Minnesota
$218K -$27.8K -2,574 -11%
GRP
419
Global Retirement Partners
California
$218K +$5.32K +492 +2%
DADC
420
D.A. Davidson & Co
Montana
$213K
WP
421
WealthSource Partners
California
$213K +$230K +21,306 New
Thrivent Financial for Lutherans
422
Thrivent Financial for Lutherans
Minnesota
$212K
PWM
423
Perigon Wealth Management
California
$211K -$533K -49,272 -71%
CCM
424
Carlson Capital Management
Minnesota
$211K -$10.3K -954 -4%
GC
425
Grimes & Company
Massachusetts
$211K +$130 +12 +0.1%