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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
426
Covington Capital Management
California
$43K – – –
US Bancorp
427
US Bancorp
Minnesota
$42K -$9.82K -852 -19%
PMFA
428
Plante Moran Financial Advisors
Michigan
$40K +$138 +12 +0.4%
WC
429
Whitney & Co
New York
$40K +$40.7K +3,534 New
MCM
430
MV Capital Management
Maryland
$37K – – –
KL
431
KWMG LLC
Kansas
$34K +$33K +2,862 New
PO
432
Private Ocean
California
$33K -$4.77K -414 -13%
GWS
433
Glassman Wealth Services
Virginia
$32K – – –
TC
434
Truvestments Capital
Florida
$31K +$30.1K +2,610 New
TVWM
435
Tower View Wealth Management
Wisconsin
$29K +$138 +12 +0.5%
MWPCG
436
Measured Wealth Private Client Group
New Hampshire
$25K +$24.9K +2,160 New
PFBT
437
Parkside Financial Bank & Trust
Missouri
$24K +$15K +1,302 +168%
YWP
438
YorkBridge Wealth Partners
New York
$23K – – –
CGT
439
Capital Guardian Trust
California
$23K +$22.8K +1,980 New
MFW
440
Mosaic Family Wealth
Missouri
$22K -$22.5K -1,956 -49%
GWM
441
Geneos Wealth Management
Colorado
$22K -$2.42K -210 -10%
AIM
442
Advantage Investment Management
Iowa
$21K – – –
PG
443
Patten Group
Tennessee
$19K +$16.6K +1,440 +686%
TCM
444
Tradewinds Capital Management
Washington
$18K – – –
SWA
445
Sutton Wealth Advisors
Florida
$17.2K – – –
MCM
446
Manchester Capital Management
Vermont
$17K +$3.8K +330 +30%
FC
447
Ferris Capital
Massachusetts
$15K +$69 +6 +0.5%
TCOV
448
Trust Company of Vermont
Vermont
$14K – – –
PG
449
Proffitt & Goodson
Tennessee
$14K +$13.3K +1,158 New
JGIA
450
Jackson Grant Investment Advisers
Connecticut
$13K +$69 +6 +0.5%