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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
476
Integrated Wealth Concepts
Massachusetts
$203K +$194K +16,788 New
PAM
477
Premier Asset Management
Illinois
$203K +$200K +17,310 New
PFM
478
Parsec Financial Management
North Carolina
$201K +$198K +17,136 New
Cerity Partners
479
Cerity Partners
New York
$200K +$196K +16,992 New
BWA
480
Burt Wealth Advisors
Maryland
$196K – – –
FRA
481
Front Row Advisors
California
$193K +$2.08K +180 +1%
HI
482
Human Investing
Oregon
$193K +$7.76K +672 +4%
MA
483
MUFG Americas
New York
$189K +$69.4K +6,012 +60%
Bank of Montreal
484
Bank of Montreal
Ontario, Canada
$188K +$25.8K +2,238 +16%
TRCT
485
Tower Research Capital (TRC)
New York
$170K +$167K +14,502 New
CAL
486
Capital Analysts LLC
Pennsylvania
$165K +$31.6K +2,736 +24%
AWM
487
Apollon Wealth Management
South Carolina
$160K -$52.2K -4,518 -25%
VFA
488
Valeo Financial Advisors
Indiana
$159K +$7.28K +630 +5%
IRC
489
Investors Research Corp
Georgia
$149K +$139 +12 +0.1%
FCA
490
FinTrust Capital Advisors
South Carolina
$146K – – –
GWA
491
Guidant Wealth Advisors
Illinois
$145K – – –
DAM
492
Delta Asset Management
Tennessee
$141K -$34.6K -3,000 -20%
TWA
493
TCI Wealth Advisors
Arizona
$138K -$3.05K -264 -2%
Simplex Trading
494
Simplex Trading
Illinois
$134K -$26.8K -2,322 -17%
JWM
495
Janiczek Wealth Management
Colorado
$128K +$39.4K +3,414 +46%
UBS AM
496
UBS AM
Illinois
$126K +$73.4K +6,354 +147%
AIM
497
Anchor Investment Management
South Carolina
$125K +$5.89K +510 +5%
SIM
498
Sonora Investment Management
Arizona
$119K -$77.4K -6,702 -40%
EI
499
Ellevest Inc
New York
$118K – – –
DOA
500
D'Orazio & Associates
Virginia
$117K – – –