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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
551
RFG Advisory
Alabama
$213K +$204K +16,650 New
PFM
552
Parsec Financial Management
North Carolina
$209K +$200K +16,338 New
PAM
553
Private Asset Management
California
$209K +$201K +16,344 New
CAL
554
Capital Analysts LLC
Pennsylvania
$208K +$14.4K +1,176 +8%
MA
555
MUFG Americas
New York
$206K – – –
AAS
556
Annex Advisory Services
Wisconsin
$206K +$197K +16,032 New
SRC
557
Sage Rhino Capital
California
$203K +$193K +15,702 New
HWA
558
Heritage Wealth Advisors
Virginia
$199K – – –
LWM
559
Lenox Wealth Management
Ohio
$199K +$101K +8,250 +113%
TIM
560
Tortoise Investment Management
New York
$198K -$252K -20,520 -57%
WTC
561
WhitTier Trust Company
Nevada
$197K +$188K +15,354 New
OIA
562
Optimum Investment Advisors
Illinois
$195K -$62.4K -5,088 -25%
AWM
563
Avior Wealth Management
Nebraska
$184K +$1.4K +114 +0.8%
PK
564
Pflug Koory
Nebraska
$169K – – –
LFG
565
Larson Financial Group
Missouri
$166K +$3.39K +276 +2%
Bank of Montreal
566
Bank of Montreal
Ontario, Canada
$164K -$7.29K -594 -4%
IRC
567
Investors Research Corp
Georgia
$163K +$663 +54 +0.4%
PFPT
568
Pinnacle Financial Partners (Tennessee)
Tennessee
$161K +$154K +12,588 New
TWA
569
TCI Wealth Advisors
Arizona
$160K +$9.5K +774 +7%
JWM
570
Janiczek Wealth Management
Colorado
$155K +$18.7K +1,524 +14%
ACA
571
Aptus Capital Advisors
Alabama
$153K -$3.98K -324 -3%
AIM
572
Anchor Investment Management
South Carolina
$145K – – –
FCA
573
FinTrust Capital Advisors
South Carolina
$142K – – –
DAM
574
Delta Asset Management
Tennessee
$138K -$14.7K -1,200 -10%
DOA
575
D'Orazio & Associates
Virginia
$128K – – –