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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
601
NewSquare Capital
Pennsylvania
$26K -$12K -990 -28%
OPS
602
Orion Portfolio Solutions
Nebraska
$26K -$436 -36 -1%
PFBT
603
Parkside Financial Bank & Trust
Missouri
$25K -$13.1K -1,086 -30%
AWM
604
AllSquare Wealth Management
New York
$25K
EIP
605
Ellis Investment Partners
Pennsylvania
$24K +$145 +12 +0.5%
SPIA
606
Steward Partners Investment Advisory
New York
$23K +$1.52K +126 +6%
FHA
607
First Horizon Advisors
Tennessee
$23K +$10.4K +858 +58%
GI
608
Gradient Investments
Minnesota
$22K -$9.44K -780 -26%
Rockefeller Capital Management
609
Rockefeller Capital Management
New York
$22K +$9.44K +780 +56%
CBT
610
Capital Bank & Trust
California
$22K +$25.9K +2,142 New
SWM
611
Selective Wealth Management
Virginia
$21K -$37.9K -3,132 -60%
TVWM
612
Tower View Wealth Management
Wisconsin
$20K -$7.12K -588 -23%
BAM
613
Barrett Asset Management
New York
$19K -$54.5K -4,500 -70%
LWANC
614
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K -$42.3K -3,492 -66%
NG
615
NWK Group
California
$18K +$21.8K +1,800 New
HWM
616
HighMark Wealth Management
Minnesota
$16K +$145 +12 +0.7%
TCM
617
Tradewinds Capital Management
Washington
$15K
WA
618
WBH Advisory
Maryland
$14.3K -$405K -33,474 -2%
MCM
619
Manchester Capital Management
Vermont
$14K
WFMPM
620
Woodley Farra Manion Portfolio Management
Indiana
$13K
JGIA
621
Jackson Grant Investment Advisers
Connecticut
$12K
BAM
622
Bellevue Asset Management
Washington
$12K +$5.08K +420 +61%
CTC
623
Central Trust Company
Missouri
$10K
KPW
624
Kore Private Wealth
New York
$10K
POIA
625
Pin Oak Investment Advisors
Texas
$10K