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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HRC
551
Hoertkorn Richard Charles
$36K +$35.4K +3,000 New
WT
552
Whittier Trust
California
$36K +$35.4K +3,000 New
GI
553
Gradient Investments
Minnesota
$35K – – –
AWM
554
AllSquare Wealth Management
New York
$34K -$72.9K -6,168 -68%
PO
555
Private Ocean
California
$34K +$213 +18 +0.6%
RWM
556
Raffa Wealth Management
District of Columbia
$33.4K +$33.3K +2,820 New
BCA
557
Berman Capital Advisors
Georgia
$31K +$142 +12 +0.5%
TVWM
558
Tower View Wealth Management
Wisconsin
$30K +$142 +12 +0.5%
EIP
559
Ellis Investment Partners
Pennsylvania
$29K +$142 +12 +0.5%
SPIA
560
Steward Partners Investment Advisory
New York
$26K – – –
PG
561
Proffitt & Goodson
Tennessee
$26K +$5.39K +456 +26%
PFBT
562
Parkside Financial Bank & Trust
Missouri
$25K +$71 +6 +0.3%
FHA
563
Flagship Harbor Advisors
Massachusetts
$22K – – –
TCM
564
TD Capital Management
Tennessee
$19K +$142 +12 +0.8%
NIC
565
Northwest Investment Counselors
Oregon
$19K +$18.8K +1,590 New
TCM
566
Tradewinds Capital Management
Washington
$18K – – –
SWA
567
Sutton Wealth Advisors
Florida
$17.2K -$4.39K -372 -20%
MCM
568
Manchester Capital Management
Vermont
$17K – – –
FHA
569
First Horizon Advisors
Tennessee
$17K +$17.3K +1,464 New
Rockefeller Capital Management
570
Rockefeller Capital Management
New York
$16K +$1.42K +120 +10%
QT
571
Quantbot Technologies
New York
$15K +$15.7K +1,332 New
TCOV
572
Trust Company of Vermont
Vermont
$14K – – –
JGIA
573
Jackson Grant Investment Advisers
Connecticut
$14K +$71 +6 +0.5%
POIA
574
Pin Oak Investment Advisors
Texas
$12K – – –
ACA
575
Atlas Capital Advisors
Wyoming
$10.4K – – –