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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Carlson Capital Management
Minnesota
$771K +$21.6K +1,212 +3%
PWSG
452
Pacific Wealth Strategies Group
California
$753K -$53.4K -3,000 -6%
NRI
453
NFP Retirement Inc
California
$753K +$1.92K +108 +0.2%
MA
454
MCF Advisors
Kentucky
$747K – – –
CWS
455
Cypress Wealth Services
California
$745K -$22.4K -1,260 -3%
NFG
456
Next Financial Group
Texas
$739K -$2.88K -162 -0.4%
SPFA
457
Summit Place Financial Advisors
New Jersey
$735K -$11.8K -666 -2%
CWM
458
Cranbrook Wealth Management
Michigan
$731K – – –
GG
459
Gofen & Glossberg
Illinois
$725K +$7.58K +426 +1%
MIA
460
MainStreet Investment Advisors
Illinois
$721K – – –
NDSI
461
Newman Dignan & Sheerar Inc
Rhode Island
$717K -$2.24K -126 -0.3%
Janney Montgomery Scott
462
Janney Montgomery Scott
Pennsylvania
$713K +$257K +14,424 +54%
TAM
463
Townsend Asset Management
North Carolina
$712K -$18.8K -1,056 -3%
EPM
464
Elm Partners Management
Pennsylvania
$712K +$24.5K +1,380 +3%
LW
465
Linscomb Wealth
Texas
$709K -$148K -8,322 -17%
FNBT
466
FineMark National Bank & Trust
Florida
$709K +$1.81K +102 +0.2%
IFS
467
Ifrah Financial Services
Arkansas
$709K +$8.64K +486 +1%
ACP
468
Aveo Capital Partners
Colorado
$704K +$223K +12,564 +45%
CIC
469
Carnegie Investment Counsel
Ohio
$703K +$24.5K +1,380 +4%
RPSA
470
Richard P. Slaughter Associates
Texas
$702K -$165K -9,252 -19%
WCM
471
Washburn Capital Management
Florida
$696K +$36.8K +2,070 +5%
MWM
472
Merriman Wealth Management
Washington
$694K -$29.7K -1,668 -4%
I2I
473
Insight 2811 Inc
Illinois
$689K -$25.3K -1,422 -3%
LAM
474
LifePro Asset Management
California
$685K – – –
GMA
475
Goldstein Munger & Associates
California
$677K – – –