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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
551
WhitTier Trust Company
Nevada
$188K – – –
OIA
552
Optimum Investment Advisors
Illinois
$186K – – –
LWM
553
Lenox Wealth Management
Ohio
$178K -$8.78K -762 -5%
MM
554
Main Management
California
$169K +$20.6K +1,788 +15%
JWM
555
Janiczek Wealth Management
Colorado
$164K – – –
PK
556
Pflug Koory
Nebraska
$163K +$1.04K +90 +0.7%
CAL
557
Capital Analysts LLC
Pennsylvania
$162K +$830 +72 +0.5%
IRC
558
Investors Research Corp
Georgia
$157K +$208 +18 +0.1%
JP Morgan Chase
559
JP Morgan Chase
New York
$156K +$2.97K +258 +2%
PFPT
560
Pinnacle Financial Partners (Tennessee)
Tennessee
$154K – – –
AC
561
AlphaCore Capital
California
$149K -$29.6K -2,568 -17%
TWA
562
TCI Wealth Advisors
Arizona
$147K – – –
SSB
563
Sandy Spring Bank
Maryland
$141K +$78.4K +6,798 +143%
FCA
564
FinTrust Capital Advisors
South Carolina
$136K – – –
Bank of Montreal
565
Bank of Montreal
Ontario, Canada
$136K +$69 +6 +0.1%
GWM
566
Geneos Wealth Management
Colorado
$132K -$1.11K -96 -0.9%
BW
567
Bison Wealth
Georgia
$132K +$56.7K +4,920 +84%
LFG
568
Larson Financial Group
Missouri
$131K -$10K -870 -8%
IF
569
Ironwood Financial
Arizona
$129K -$1.8K -156 -1%
PA
570
Procyon Advisors
Connecticut
$128K +$484 +42 +0.4%
VFA
571
Valeo Financial Advisors
Indiana
$127K -$7.54K -654 -6%
MA
572
MUFG Americas
New York
$123K -$95.4K -8,274 -45%
AWM
573
Avior Wealth Management
Nebraska
$123K -$968 -84 -0.8%
DOA
574
D'Orazio & Associates
Virginia
$122K – – –
RWA
575
Ropes Wealth Advisors
Massachusetts
$122K – – –