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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
501
Aptus Capital Advisors
Alabama
$145K +$145K +12,270 New
DAM
502
Delta Asset Management
Tennessee
$142K
TWA
503
TCI Wealth Advisors
Arizona
$139K
AIM
504
Anchor Investment Management
South Carolina
$134K +$8.29K +702 +7%
FCA
505
FinTrust Capital Advisors
South Carolina
$131K -$15.9K -1,344 -11%
UBS AM
506
UBS AM
Illinois
$126K
JWM
507
Janiczek Wealth Management
Colorado
$125K -$3.47K -294 -3%
HGWM
508
Harvest Group Wealth Management
Massachusetts
$125K +$62.6K +5,298 +101%
SIM
509
Sonora Investment Management
Arizona
$120K
DOA
510
D'Orazio & Associates
Virginia
$118K
RWA
511
Ropes Wealth Advisors
Massachusetts
$118K
AIM
512
Acropolis Investment Management
Missouri
$116K +$354 +30 +0.3%
SIAP
513
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$114K
US Bancorp
514
US Bancorp
Minnesota
$108K +$3.62K +306 +3%
BFO
515
Biltmore Family Office
North Carolina
$107K
CIAS
516
Capital Investment Advisory Services
North Carolina
$94K
CFG
517
Citizens Financial Group
Rhode Island
$94K +$93.4K +7,908 New
BAMG
518
Brand Asset Management Group
Missouri
$92K -$71 -6 -0.1%
LWM
519
Lenox Wealth Management
Ohio
$86K +$26.1K +2,208 +43%
OAM
520
Oppenheimer Asset Management
New York
$83K
PFSC
521
Peoples Financial Services Corp
Pennsylvania
$82K
CCM
522
Covington Capital Management
California
$79K
BAM
523
Barrett Asset Management
New York
$76K
MM
524
Main Management
California
$75K +$6.24K +528 +9%
LB
525
Legacy Bridge
Iowa
$73K