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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
476
Acropolis Investment Management
Missouri
$111K +$107K +9,762 New
RFC
477
Regions Financial Corp
Alabama
$109K – – –
SIAP
478
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$109K +$8.58K +786 +9%
WAM
479
Wealthspire Advisors (Maryland)
Maryland
$108K +$2.1K +192 +2%
LFG
480
Larson Financial Group
Missouri
$105K +$2.03K +186 +2%
RWM
481
Raffa Wealth Management
District of Columbia
$104K – – –
AWM
482
AllSquare Wealth Management
New York
$103K -$11K -1,008 -10%
RFA
483
Reilly Financial Advisors
California
$98K -$69.8K -6,396 -43%
CIAS
484
Capital Investment Advisory Services
North Carolina
$90K – – –
CFG
485
Citizens Financial Group
Rhode Island
$89K +$86K +7,878 New
JWM
486
Janiczek Wealth Management
Colorado
$85K +$1.38K +126 +2%
BAMG
487
Brand Asset Management Group
Missouri
$80K +$5.04K +462 +7%
OAM
488
Oppenheimer Asset Management
New York
$80K +$5.96K +546 +8%
CIM
489
Cambria Investment Management
California
$78K +$75K +6,870 New
JP Morgan Chase
490
JP Morgan Chase
New York
$77K +$65.5K +6,000 +719%
CCM
491
Covington Capital Management
California
$76K -$28.7K -2,628 -28%
BAM
492
Barrett Asset Management
New York
$72K – – –
LB
493
Legacy Bridge
Iowa
$70K – – –
QAM
494
QCI Asset Management
New York
$70K – – –
PGWM
495
Parisi Gray Wealth Management
New Jersey
$69K -$4.85K -444 -7%
PFBT
496
Parkside Financial Bank & Trust
Missouri
$67K +$41.5K +3,798 +183%
TL
497
TrueWealth LLC
Georgia
$62K +$66 +6 +0.1%
PMFA
498
Plante Moran Financial Advisors
Michigan
$61K – – –
PCFFS
499
Pacific Center for Financial Services
California
$60K +$5.76K +528 +11%
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$58K +$5.44K +498 +11%