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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
426
Penobscot Investment Management
Massachusetts
$1.13M -$7.85K -447 -0.7%
PA
427
Pinnacle Associates
New York
$1.12M -$26.6K -1,518 -2%
Financial Engines Advisors
428
Financial Engines Advisors
California
$1.12M +$2.84K +162 +0.3%
OCM
429
One Capital Management
California
$1.12M +$575K +32,742 +108%
MGIA
430
Moneta Group Investment Advisors
Missouri
$1.12M +$484K +27,561 +78%
BWM
431
Blossom Wealth Management
California
$1.1M +$9.27K +528 +0.9%
PI
432
Pachira Investments
California
$1.1M -$177K -10,080 -14%
SBH
433
Segall Bryant & Hamill
Illinois
$1.1M +$1.08M +61,668 New
CNFG
434
Creegan & Nassoura Financial Group
New Hampshire
$1.09M -$18.4K -1,050 -2%
GT
435
Glenmede Trust
Pennsylvania
$1.08M -$31.4K -1,788 -3%
ECG
436
Edge Capital Group
Georgia
$1.08M +$2.9K +165 +0.3%
ECM
437
Exchange Capital Management
Michigan
$1.07M -$79.1K -4,509 -7%
OPWM
438
Oakwell Private Wealth Management
Texas
$1.07M -$10.7K -612 -1%
DADC
439
D.A. Davidson & Co
Montana
$1.07M +$23.7K +1,350 +2%
EWM
440
Evermay Wealth Management
Virginia
$1.05M +$158 +9 +0%
SSWM
441
Smith Salley Wealth Management
North Carolina
$1.05M -$263 -15 -0%
GSAM
442
Grant Street Asset Management
Pennsylvania
$1.04M -$34K -1,938 -3%
CRC
443
Curi RMB Capital
Illinois
$1.04M
TPWM
444
Twelve Points Wealth Management
Massachusetts
$1.03M +$114K +6,498 +13%
RWRC
445
R.W. Roge & Company
New York
$1.03M -$8.21K -468 -0.8%
WWM
446
Windsor Wealth Management
Indiana
$1.02M +$7.74K +441 +0.8%
CTA
447
Chesley Taft & Associates
Illinois
$1.02M -$8.69K -495 -0.8%
PWM
448
Perigon Wealth Management
California
$1.01M -$91.4K -5,208 -8%
CCM
449
Chilton Capital Management
Texas
$1.01M +$62.9K +3,585 +7%
VWA
450
VERITY Wealth Advisors
United States
$998K