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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
526
Harvest Group Wealth Management
Massachusetts
$61K +$60.3K +5,226 New
LWM
527
Lenox Wealth Management
Ohio
$60K +$52.7K +4,566 +855%
NC
528
NewSquare Capital
Pennsylvania
$58K – – –
SSB
529
Sandy Spring Bank
Maryland
$56K – – –
WWM
530
Willingdon Wealth Management
North Carolina
$56K – – –
CAC
531
Certified Advisory Corp
Florida
$54K – – –
AIA
532
Armor Investment Advisors
North Carolina
$54K +$42.6K +3,690 +410%
EWM
533
Elmwood Wealth Management
California
$53K – – –
WC
534
Whitnell & Co
Illinois
$49K – – –
SMFS
535
Squar Milner Financial Services
California
$48K -$206K -17,832 -81%
CTC
536
Central Trust Company
Missouri
$48K +$46.8K +4,050 New
AIM
537
Astor Investment Management
Illinois
$44K +$43.5K +3,768 New
JP Morgan Chase
538
JP Morgan Chase
New York
$43K -$36.6K -3,168 -46%
CG
539
Cutler Group
California
$42K +$6.93K +600 +20%
GWS
540
Glassman Wealth Services
Virginia
$42K +$9.56K +828 +30%
LWM
541
Liberty Wealth Management
California
$40K – – –
MCM
542
MV Capital Management
Maryland
$37K – – –
WP
543
WealthShield Partners
North Carolina
$35K – – –
GI
544
Gradient Investments
Minnesota
$35K +$25.2K +2,184 +280%
PO
545
Private Ocean
California
$33K – – –
BCA
546
Berman Capital Advisors
Georgia
$31K – – –
TVWM
547
Tower View Wealth Management
Wisconsin
$30K – – –
EIP
548
Ellis Investment Partners
Pennsylvania
$29K +$28.5K +2,472 New
SPIA
549
Steward Partners Investment Advisory
New York
$26K +$25.6K +2,220 New
PFBT
550
Parkside Financial Bank & Trust
Missouri
$24K -$43.8K -3,792 -65%