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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
601
Laurel Wealth Advisors (North Carolina)
North Carolina
$68K +$368 +30 +0.6%
FHA
602
Flagship Harbor Advisors
Massachusetts
$68K +$42K +3,420 +183%
SWM
603
Selective Wealth Management
Virginia
$66K +$736 +60 +1%
WWM
604
Willingdon Wealth Management
North Carolina
$62K – – –
ME
605
McIlrath & Eck
Washington
$62K +$7.14K +582 +14%
WC
606
Whitnell & Co
Illinois
$61K – – –
IFWM
607
Institute for Wealth Management
Colorado
$61K +$58.6K +4,776 New
AIA
608
Armor Investment Advisors
North Carolina
$59K – – –
CAC
609
Certified Advisory Corp
Florida
$59K +$221 +18 +0.4%
JP Morgan Chase
610
JP Morgan Chase
New York
$52K +$4.12K +336 +9%
Fifth Third Bancorp
611
Fifth Third Bancorp
Ohio
$51K – – –
CCM
612
Covington Capital Management
California
$47K -$36.8K -3,000 -45%
GWS
613
Glassman Wealth Services
Virginia
$46K – – –
NC
614
NewSquare Capital
Pennsylvania
$46K – – –
PFBT
615
Parkside Financial Bank & Trust
Missouri
$46K +$18.5K +1,506 +72%
SMFS
616
Squar Milner Financial Services
California
$45K +$43.6K +3,552 New
ACM
617
Anfield Capital Management
California
$43K +$41.1K +3,348 New
MCM
618
MV Capital Management
Maryland
$41K – – –
PCG
619
Private Capital Group
Connecticut
$40K – – –
FGAM
620
Financial Gravity Asset Management
Texas
$39K – – –
WP
621
WealthShield Partners
North Carolina
$39K – – –
FMP
622
Financial Management Professionals
Texas
$39K +$26.7K +2,178 +252%
GI
623
Gradient Investments
Minnesota
$38K – – –
HRC
624
Hoertkorn Richard Charles
$38K – – –
WT
625
Whittier Trust
California
$38K – – –