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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
501
NewSquare Capital
Pennsylvania
$56K +$13.1K +1,200 +32%
SSB
502
Sandy Spring Bank
Maryland
$54K – – –
WWM
503
Willingdon Wealth Management
North Carolina
$54K – – –
CAC
504
Certified Advisory Corp
Florida
$52K -$28.2K -2,580 -36%
EWM
505
Elmwood Wealth Management
California
$51K – – –
MM
506
Main Management
California
$50K +$9.11K +834 +24%
UBS AM
507
UBS AM
Illinois
$49.1K – – –
ESB
508
Essex Savings Bank
Connecticut
$49K +$28.4K +2,598 +150%
WC
509
Whitnell & Co
Illinois
$47K +$37.3K +3,414 +470%
FGAM
510
Financial Gravity Asset Management
Texas
$45K +$42.4K +3,882 New
LWM
511
Liberty Wealth Management
California
$38K – – –
AA
512
Advisory Alpha
Michigan
$36.6K +$34.7K +3,180 New
MCM
513
MV Capital Management
Maryland
$36K – – –
WP
514
WealthShield Partners
North Carolina
$34K +$32.9K +3,012 New
KL
515
KWMG LLC
Kansas
$33K +$197 +18 +0.6%
CG
516
Cutler Group
California
$33K +$19.6K +1,794 +150%
PO
517
Private Ocean
California
$32K +$197 +18 +0.6%
GWS
518
Glassman Wealth Services
Virginia
$31K -$9.83K -900 -25%
BCA
519
Berman Capital Advisors
Georgia
$30K +$197 +18 +0.7%
TVWM
520
Tower View Wealth Management
Wisconsin
$29K +$131 +12 +0.5%
YWP
521
YorkBridge Wealth Partners
New York
$24K +$1.57K +144 +7%
MFW
522
Mosaic Family Wealth
Missouri
$22K – – –
FHA
523
Flagship Harbor Advisors
Massachusetts
$21K -$54.7K -5,010 -73%
US Bancorp
524
US Bancorp
Minnesota
$21K -$26.2K -2,400 -57%
AIM
525
Advantage Investment Management
Iowa
$21K – – –