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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
526
Lenox Wealth Management
Ohio
$154K -$3.12K -258 -2%
OIA
527
Optimum Investment Advisors
Illinois
$153K – – –
AC
528
AlphaCore Capital
California
$148K -$335K -27,660 -65%
JWM
529
Janiczek Wealth Management
Colorado
$135K +$15.5K +1,284 +11%
CAL
530
Capital Analysts LLC
Pennsylvania
$133K -$36.9K -3,048 -19%
PK
531
Pflug Koory
Nebraska
$133K – – –
IRC
532
Investors Research Corp
Georgia
$129K +$290 +24 +0.2%
PFPT
533
Pinnacle Financial Partners (Tennessee)
Tennessee
$127K – – –
JP Morgan Chase
534
JP Morgan Chase
New York
$126K +$102K +8,460 +210%
TWA
535
TCI Wealth Advisors
Arizona
$121K -$5.74K -474 -4%
MM
536
Main Management
California
$121K +$63.2K +5,226 +77%
VFA
537
Valeo Financial Advisors
Indiana
$120K -$70.5K -5,826 -35%
LFG
538
Larson Financial Group
Missouri
$116K -$16.7K -1,380 -11%
FCA
539
FinTrust Capital Advisors
South Carolina
$112K – – –
GWM
540
Geneos Wealth Management
Colorado
$111K +$126K +10,422 +1,316%
CS
541
Capital Square
Tennessee
$111K +$133K +11,028 New
IF
542
Ironwood Financial
Arizona
$107K -$2.7M -223,530 -95%
Bank of Montreal
543
Bank of Montreal
Ontario, Canada
$107K -$22.7K -1,872 -15%
PA
544
Procyon Advisors
Connecticut
$104K +$27.7K +2,286 +28%
AWM
545
Avior Wealth Management
Nebraska
$102K -$51.4K -4,248 -29%
DOA
546
D'Orazio & Associates
Virginia
$100K – – –
RWA
547
Ropes Wealth Advisors
Massachusetts
$100K – – –
US Bancorp
548
US Bancorp
Minnesota
$99K +$6.1K +504 +5%
SIM
549
Sonora Investment Management
Arizona
$97K – – –
ACA
550
Aptus Capital Advisors
Alabama
$95K -$30.2K -2,496 -21%