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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
426
Baker Tilly Wealth Management
Wisconsin
$1.09M -$1M -64,266 -49%
AWM
427
Adams Wealth Management
Utah
$1.09M +$78.3K +5,007 +8%
WPIC
428
White Pine Investment Company
Michigan
$1.08M -$324K -20,754 -23%
SCM
429
SOL Capital Management
Maryland
$1.07M +$43.5K +2,781 +4%
IAN
430
Integrated Advisors Network
Texas
$1.07M -$797 -51 -0.1%
WA
431
Wealth Architects
California
$1.06M -$14.9K -954 -1%
SCA
432
STALEY CAPITAL ADVISERS
Pennsylvania
$1.05M -$392K -25,059 -27%
EFM
433
Eley Financial Management
Vermont
$1.04M -$29.4K -1,881 -3%
GT
434
Glenmede Trust
Pennsylvania
$1.03M -$46.3K -2,964 -4%
WC
435
Waterloo Capital
Texas
$1.03M +$1.01M +64,293 New
RWM
436
Ritholtz Wealth Management
New York
$1.02M -$22.5K -1,437 -2%
SCP
437
Shorepoint Capital Partners
Massachusetts
$1.02M -$2.91K -186 -0.3%
SAM
438
Smithbridge Asset Management
Pennsylvania
$1.02M -$6.57K -420 -0.7%
PIM
439
Penobscot Investment Management
Massachusetts
$1.01M +$47 +3 +0%
GRP
440
Global Retirement Partners
California
$1.01M +$145K +9,264 +17%
B
441
Bailard
California
$1.01M -$31.5K -2,016 -3%
GA
442
Gateway Advisory
New Jersey
$1M -$109K -6,987 -10%
Bank of New York Mellon
443
Bank of New York Mellon
New York
$997K -$62.3K -3,987 -6%
TIA
444
Traphagen Investment Advisors
New Jersey
$997K -$88.5K -5,658 -8%
MTIC
445
Missouri Trust & Investment Company
Missouri
$996K -$80.3K -5,136 -8%
KWM
446
Keebeck Wealth Management
Illinois
$995K – – –
FAIM
447
Financial Advocates Investment Management
Washington
$988K +$26.5K +1,698 +3%
AAS
448
Annex Advisory Services
Wisconsin
$977K -$54.3K -3,471 -5%
WWM
449
Windsor Wealth Management
Indiana
$960K -$26.6K -1,701 -3%
GSAM
450
Grant Street Asset Management
Pennsylvania
$952K -$18K -1,149 -2%