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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
501
Financial Engines Advisors
California
$273K +$257K +22,296 New
MCM
502
Mengis Capital Management
Oregon
$270K +$13.6K +1,176 +6%
CAL
503
Capital Advisors Ltd
Ohio
$267K – – –
BP
504
Broadleaf Partners
Ohio
$265K +$7.88K +684 +3%
GC
505
Grimes & Company
Massachusetts
$263K +$69 +6 +0%
AF
506
Allworth Financial
California
$262K – – –
AC
507
Abbrea Capital
California
$261K +$245K +21,288 New
FCIM
508
Fairview Capital Investment Management
California
$260K -$216K -18,720 -47%
RCAG
509
Rehmann Capital Advisory Group
Michigan
$260K – – –
MFG
510
Merit Financial Group
Georgia
$259K – – –
AIM
511
Anchor Investment Management
South Carolina
$258K +$8.65K +750 +4%
CFG
512
Capstone Financial Group
Oklahoma
$252K -$2.35K -204 -1%
Vanguard Capital Wealth Advisors
513
Vanguard Capital Wealth Advisors
Colorado
$248K +$234K +20,262 New
SFG
514
SevenBridge Financial Group
Pennsylvania
$246K +$484 +42 +0.2%
MFT
515
Moisand Fitzgerald Tamayo
Florida
$243K +$8.51K +738 +4%
PSF
516
Pacific Sun Financial
California
$242K +$228K +19,740 New
RHBC
517
R.H. Bluestein & Co
Michigan
$242K +$228K +19,800 New
PAS
518
Partnervest Advisory Services
California
$241K +$226K +19,644 New
CL
519
Cabana LLC
Arkansas
$240K -$8.09K -702 -3%
JC
520
Jacobs & Co
California
$237K -$22.1K -1,920 -9%
OWM
521
Orgel Wealth Management
Wisconsin
$235K -$112K -9,684 -34%
DY
522
Dowling & Yahnke
California
$235K +$222K +19,218 New
MGIA
523
Moneta Group Investment Advisors
Missouri
$232K +$218K +18,948 New
AWM
524
Altus Wealth Management
Kentucky
$231K +$217K +18,834 New
PB
525
Pinnacle Bancorp
Nebraska
$230K +$216K +18,780 New