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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
426
Penobscot Investment Management
Massachusetts
$1.2M -$108K -5,856 -8%
AAP
427
Arax Advisory Partners
Colorado
$1.19M +$42.8K +2,328 +4%
FG
428
Foster Group
Iowa
$1.19M -$282K -15,336 -20%
Financial Engines Advisors
429
Financial Engines Advisors
California
$1.19M +$331 +18 +0%
FWP
430
Firethorn Wealth Partners
Georgia
$1.18M +$1.15M +62,658 New
GT
431
Glenmede Trust
Pennsylvania
$1.18M
PWM
432
Perigon Wealth Management
California
$1.17M +$146K +7,944 +15%
CNFG
433
Creegan & Nassoura Financial Group
New Hampshire
$1.17M
AFAS
434
Acorn Financial Advisory Services
Virginia
$1.17M +$2.98K +162 +0.3%
PS
435
Planned Solutions
California
$1.16M +$1.13M +61,464 New
BWM
436
Blossom Wealth Management
California
$1.16M -$242K -13,128 -18%
TIM
437
Tortoise Investment Management
New York
$1.15M
OPWM
438
Oakwell Private Wealth Management
Texas
$1.14M -$10.9K -594 -1%
GSAM
439
Grant Street Asset Management
Pennsylvania
$1.14M +$68.1K +3,702 +7%
ECG
440
Edge Capital Group
Georgia
$1.14M -$235K -12,786 -17%
CTA
441
Chesley Taft & Associates
Illinois
$1.13M +$552 +30 +0.1%
CA
442
Callahan Advisors
Texas
$1.12M -$32.9K -1,788 -3%
CAG
443
Crestwood Advisors Group
Massachusetts
$1.11M -$109K -5,946 -9%
EWM
444
Evermay Wealth Management
Virginia
$1.11M +$20.6K +1,122 +2%
SSWM
445
Smith Salley Wealth Management
North Carolina
$1.11M
DADC
446
D.A. Davidson & Co
Montana
$1.1M
WWM
447
Windsor Wealth Management
Indiana
$1.1M +$5.19K +282 +0.5%
CRC
448
Curi RMB Capital
Illinois
$1.1M +$22.3K +1,212 +2%
LIG
449
Lokken Investment Group
Delaware
$1.06M -$7.4K -402 -0.7%
VWA
450
VERITY Wealth Advisors
United States
$1.06M