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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
551
Parsec Financial Management
North Carolina
$209K +$200K +16,338 New
PAM
552
Private Asset Management
California
$209K +$201K +16,344 New
CAL
553
Capital Analysts LLC
Pennsylvania
$208K +$14.4K +1,176 +8%
MA
554
MUFG Americas
New York
$206K
AAS
555
Annex Advisory Services
Wisconsin
$206K +$197K +16,032 New
SRC
556
Sage Rhino Capital
California
$203K +$193K +15,702 New
HWA
557
Heritage Wealth Advisors
Virginia
$199K
LWM
558
Lenox Wealth Management
Ohio
$199K +$101K +8,250 +113%
TIM
559
Tortoise Investment Management
New York
$198K -$252K -20,520 -57%
WTC
560
WhitTier Trust Company
Nevada
$197K +$188K +15,354 New
OIA
561
Optimum Investment Advisors
Illinois
$195K -$62.4K -5,088 -25%
AWM
562
Avior Wealth Management
Nebraska
$184K +$1.4K +114 +0.8%
PK
563
Pflug Koory
Nebraska
$169K
LFG
564
Larson Financial Group
Missouri
$166K +$3.39K +276 +2%
Bank of Montreal
565
Bank of Montreal
Ontario, Canada
$164K -$7.29K -594 -4%
IRC
566
Investors Research Corp
Georgia
$163K +$663 +54 +0.4%
PFPT
567
Pinnacle Financial Partners (Tennessee)
Tennessee
$161K +$154K +12,588 New
TWA
568
TCI Wealth Advisors
Arizona
$160K +$9.5K +774 +7%
JWM
569
Janiczek Wealth Management
Colorado
$155K +$18.7K +1,524 +14%
ACA
570
Aptus Capital Advisors
Alabama
$153K -$3.98K -324 -3%
AIM
571
Anchor Investment Management
South Carolina
$145K
FCA
572
FinTrust Capital Advisors
South Carolina
$142K
DAM
573
Delta Asset Management
Tennessee
$138K -$14.7K -1,200 -10%
DOA
574
D'Orazio & Associates
Virginia
$128K
RWA
575
Ropes Wealth Advisors
Massachusetts
$128K