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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
551
YorkBridge Wealth Partners
New York
$24K – – –
FHA
552
Flagship Harbor Advisors
Massachusetts
$22K – – –
SWA
553
Sutton Wealth Advisors
Florida
$21.4K – – –
AIM
554
Advantage Investment Management
Iowa
$21K – – –
PG
555
Proffitt & Goodson
Tennessee
$21K – – –
TCM
556
TD Capital Management
Tennessee
$19K +$18.4K +1,590 New
TFA
557
Transamerica Financial Advisors
Florida
$19K +$18.5K +1,602 New
TCM
558
Tradewinds Capital Management
Washington
$18K – – –
MCM
559
Manchester Capital Management
Vermont
$17K – – –
HS
560
Horan Securities
United States
$17K +$16.9K +1,464 New
Rockefeller Capital Management
561
Rockefeller Capital Management
New York
$15K +$7.69K +666 +112%
TCOV
562
Trust Company of Vermont
Vermont
$14K – – –
FCMT
563
Founders Capital Management (Texas)
Texas
$14K +$13.9K +1,200 New
JGIA
564
Jackson Grant Investment Advisers
Connecticut
$13K – – –
POIA
565
Pin Oak Investment Advisors
Texas
$12K – – –
Fifth Third Bancorp
566
Fifth Third Bancorp
Ohio
$11K – – –
ACA
567
Atlas Capital Advisors
Wyoming
$10.3K +$10.1K +876 New
GWM
568
Geneos Wealth Management
Colorado
$9K -$12.1K -1,050 -57%
LGWM
569
Litman Gregory Wealth Management
California
$9K – – –
MAM
570
Marquette Asset Management
Minnesota
$8K – – –
JCM
571
Jacobi Capital Management
Pennsylvania
$7K – – –
LIA
572
LS Investment Advisors
Michigan
$6K – – –
KCPG
573
Kavar Capital Partners Group
Kansas
$6K +$5.61K +486 New
SF
574
Synovus Financial
Georgia
$5K – – –
RIA
575
Realta Investment Advisors
Delaware
$5K +$4.78K +414 New