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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
601
Berman Capital Advisors
Georgia
$27K -$73 -6 -0.2%
PG
602
Proffitt & Goodson
Tennessee
$27K +$1.23K +102 +4%
NC
603
NewSquare Capital
Pennsylvania
$26K -$12K -990 -28%
OPS
604
Orion Portfolio Solutions
Nebraska
$26K -$436 -36 -1%
PFBT
605
Parkside Financial Bank & Trust
Missouri
$25K -$13.1K -1,086 -30%
AWM
606
AllSquare Wealth Management
New York
$25K – – –
EIP
607
Ellis Investment Partners
Pennsylvania
$24K +$145 +12 +0.5%
SPIA
608
Steward Partners Investment Advisory
New York
$23K +$1.52K +126 +6%
FHA
609
First Horizon Advisors
Tennessee
$23K +$10.4K +858 +58%
GI
610
Gradient Investments
Minnesota
$22K -$9.44K -780 -26%
Rockefeller Capital Management
611
Rockefeller Capital Management
New York
$22K +$9.44K +780 +56%
CBT
612
Capital Bank & Trust
California
$22K +$25.9K +2,142 New
SWM
613
Selective Wealth Management
Virginia
$21K -$37.9K -3,132 -60%
TVWM
614
Tower View Wealth Management
Wisconsin
$20K -$7.12K -588 -23%
BAM
615
Barrett Asset Management
New York
$19K -$54.5K -4,500 -70%
LWANC
616
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K -$42.3K -3,492 -66%
NG
617
NWK Group
California
$18K +$21.8K +1,800 New
HWM
618
HighMark Wealth Management
Minnesota
$16K +$145 +12 +0.7%
TCM
619
Tradewinds Capital Management
Washington
$15K – – –
MCM
620
Manchester Capital Management
Vermont
$14K – – –
WFMPM
621
Woodley Farra Manion Portfolio Management
Indiana
$13K – – –
JGIA
622
Jackson Grant Investment Advisers
Connecticut
$12K – – –
BAM
623
Bellevue Asset Management
Washington
$12K +$5.08K +420 +61%
CTC
624
Central Trust Company
Missouri
$10K – – –
KPW
625
Kore Private Wealth
New York
$10K – – –