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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
501
Ropes Wealth Advisors
Massachusetts
$117K – – –
LFG
502
Larson Financial Group
Missouri
$116K +$7.34K +636 +7%
AIM
503
Acropolis Investment Management
Missouri
$115K – – –
SIAP
504
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K – – –
AWM
505
AllSquare Wealth Management
New York
$107K – – –
BFO
506
Biltmore Family Office
North Carolina
$106K +$104K +9,000 New
US Bancorp
507
US Bancorp
Minnesota
$104K +$81.5K +7,062 +392%
CIAS
508
Capital Investment Advisory Services
North Carolina
$94K – – –
BAMG
509
Brand Asset Management Group
Missouri
$92K +$8.66K +750 +11%
SFG
510
SevenBridge Financial Group
Pennsylvania
$90K +$88.7K +7,680 New
FGAM
511
Financial Gravity Asset Management
Texas
$87K +$40.3K +3,486 +90%
OAM
512
Oppenheimer Asset Management
New York
$83K – – –
PFSC
513
Peoples Financial Services Corp
Pennsylvania
$81K +$79.7K +6,900 New
CCM
514
Covington Capital Management
California
$79K – – –
BAM
515
Barrett Asset Management
New York
$75K – – –
LB
516
Legacy Bridge
Iowa
$72K – – –
QAM
517
QCI Asset Management
New York
$72K – – –
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$69.3K +6,000 New
AAP
519
Arax Advisory Partners
Colorado
$70K +$68.4K +5,922 New
TL
520
TrueWealth LLC
Georgia
$68K +$4.02K +348 +6%
MM
521
Main Management
California
$68K +$16.2K +1,404 +32%
PCFFS
522
Pacific Center for Financial Services
California
$67K +$4.71K +408 +8%
ESB
523
Essex Savings Bank
Connecticut
$64K +$13K +1,128 +26%
PMFA
524
Plante Moran Financial Advisors
Michigan
$63K -$139 -12 -0.2%
LWANC
525
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K +$1.25K +108 +2%