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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Modera Wealth Management
New Jersey
$2.17M +$14.1K +618 +0.7%
YIA
427
YHB Investment Advisors
Connecticut
$2.17M -$39.3K -1,720 -2%
MPM
428
Meritage Portfolio Management
Kansas
$2.16M -$68.5K -3,000 -3%
Bank of New York Mellon
429
Bank of New York Mellon
New York
$2.13M +$345K +15,105 +19%
EWM
430
Empirical Wealth Management
Washington
$2.12M -$69 -3 -0%
VCAM
431
Van Cleef Asset Management
Ohio
$2.1M – – –
PA
432
Pinnacle Associates
New York
$2.1M -$233K -10,187 -10%
BIA
433
Bigelow Investment Advisors
Maine
$2.09M -$193K -8,455 -8%
SAMC
434
Spectrum Asset Management (California)
California
$2.09M +$25.4K +1,114 +1%
TIA
435
Traphagen Investment Advisors
New Jersey
$2.07M +$2.95K +129 +0.1%
LWM
436
Lionshead Wealth Management
New York
$2.06M +$2.08M +90,906 New
CAI
437
Capital Advisors Inc
Oklahoma
$2.04M -$262K -11,469 -11%
HIC
438
Holderness Investments Company
North Carolina
$2.03M +$67.5K +2,954 +3%
GWA
439
Geometric Wealth Advisors
District of Columbia
$2.01M +$59.2K +2,591 +3%
CA
440
CGN Advisors
Kansas
$2.01M -$1.76K -77 -0.1%
TYCC
441
Texas Yale Capital Corp
Florida
$2M -$46 -2 -0%
RPWA
442
Regent Peak Wealth Advisors
Georgia
$2M +$122K +5,322 +6%
WCM
443
Weik Capital Management
Pennsylvania
$1.99M +$4K +175 +0.2%
EPM
444
Elm Partners Management
Pennsylvania
$1.97M +$316K +13,833 +19%
PIA
445
Panoramic Investment Advisors
Colorado
$1.97M +$121K +5,288 +6%
AWM
446
Adams Wealth Management
Utah
$1.95M +$107K +4,671 +6%
CI
447
CacheTech Inc
Utah
$1.95M +$107K +4,671 +6%
HR
448
Howe & Rusling
New York
$1.95M +$27.6K +1,210 +1%
ATI
449
ARK & TLK Investments
Oklahoma
$1.95M – – –
WIC
450
Whitegate Investment Counselors
New Hampshire
$1.94M +$457K +20,027 +31%