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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$211K -$533K -49,272 -71%
CCM
427
Carlson Capital Management
Minnesota
$211K -$10.3K -954 -4%
GC
428
Grimes & Company
Massachusetts
$211K +$130 +12 +0.1%
RPA
429
Rock Point Advisors
Vermont
$211K +$11.9K +1,104 +6%
Bank of Montreal
430
Bank of Montreal
Ontario, Canada
$207K +$17.1K +1,584 +8%
FIM
431
Frontier Investment Management
Texas
$206K -$416K -38,454 -65%
PP
432
Palladium Partners
Virginia
$205K – – –
WA
433
Wealth Architects
California
$204K +$843 +78 +0.4%
CC
434
Cadinha & Co
Hawaii
$203K +$25.6K +2,370 +13%
GT
435
Glenmede Trust
Pennsylvania
$180K +$196K +18,114 New
APSP
436
Asset Planning Services (Pennsylvania)
Pennsylvania
$176K +$584 +54 +0.3%
MFT
437
Moisand Fitzgerald Tamayo
Florida
$175K +$8.17K +756 +5%
Citigroup
438
Citigroup
New York
$173K +$1.3K +120 +0.7%
BWA
439
Burt Wealth Advisors
Maryland
$167K – – –
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$163K +$133K +12,264 +306%
FRA
441
Front Row Advisors
California
$161K – – –
HI
442
Human Investing
Oregon
$159K +$172K +15,912 New
PA
443
Parallel Advisors
California
$158K -$33.7K -3,114 -16%
RFA
444
Reilly Financial Advisors
California
$150K +$101K +9,360 +165%
FCA
445
FinTrust Capital Advisors
South Carolina
$128K +$139K +12,822 New
VFA
446
Valeo Financial Advisors
Indiana
$122K -$37.4K -3,462 -22%
AWM
447
AllSquare Wealth Management
New York
$101K – – –
EI
448
Ellevest Inc
New York
$101K +$109K +10,080 New
MA
449
MUFG Americas
New York
$100K – – –
RWA
450
Ropes Wealth Advisors
Massachusetts
$100K – – –