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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
451
Pacific Wealth Strategies Group
California
$753K -$53.4K -3,000 -6%
NRI
452
NFP Retirement Inc
California
$753K +$1.92K +108 +0.2%
MA
453
MCF Advisors
Kentucky
$747K
CWS
454
Cypress Wealth Services
California
$745K -$22.4K -1,260 -3%
NFG
455
Next Financial Group
Texas
$739K -$2.88K -162 -0.4%
SPFA
456
Summit Place Financial Advisors
New Jersey
$735K -$11.8K -666 -2%
CWM
457
Cranbrook Wealth Management
Michigan
$731K
GG
458
Gofen & Glossberg
Illinois
$725K +$7.58K +426 +1%
MIA
459
MainStreet Investment Advisors
Illinois
$721K
NDSI
460
Newman Dignan & Sheerar Inc
Rhode Island
$717K -$2.24K -126 -0.3%
Janney Montgomery Scott
461
Janney Montgomery Scott
Pennsylvania
$713K +$257K +14,424 +54%
TAM
462
Townsend Asset Management
North Carolina
$712K -$18.8K -1,056 -3%
EPM
463
Elm Partners Management
Pennsylvania
$712K +$24.5K +1,380 +3%
LW
464
Linscomb Wealth
Texas
$709K -$148K -8,322 -17%
FNBT
465
FineMark National Bank & Trust
Florida
$709K +$1.81K +102 +0.2%
IFS
466
Ifrah Financial Services
Arkansas
$709K +$8.64K +486 +1%
ACP
467
Aveo Capital Partners
Colorado
$704K +$223K +12,564 +45%
CIC
468
Carnegie Investment Counsel
Ohio
$703K +$24.5K +1,380 +4%
RPSA
469
Richard P. Slaughter Associates
Texas
$702K -$165K -9,252 -19%
WCM
470
Washburn Capital Management
Florida
$696K +$36.8K +2,070 +5%
MWM
471
Merriman Wealth Management
Washington
$694K -$29.7K -1,668 -4%
I2I
472
Insight 2811 Inc
Illinois
$689K -$25.3K -1,422 -3%
LAM
473
LifePro Asset Management
California
$685K
GMA
474
Goldstein Munger & Associates
California
$677K
EGWAG
475
Elwood & Goetz Wealth Advisory Group
Georgia
$676K -$26K -1,464 -4%