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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
601
Sutton Wealth Advisors
Florida
$46.2K – – –
CCM
602
Covington Capital Management
California
$45K – – –
PGAM
603
Princeton Global Asset Management
New Jersey
$45K +$43.2K +3,744 New
CWM
604
Cedar Wealth Management
California
$44K – – –
GWS
605
Glassman Wealth Services
Virginia
$44K – – –
CAC
606
Certified Advisory Corp
Florida
$43K – – –
CCA
607
Column Capital Advisors
Indiana
$42K +$69 +6 +0.2%
FMP
608
Financial Management Professionals
Texas
$41K -$4.43K -384 -10%
MAWCM
609
Mine & Arao Wealth Creation & Management
California
$40K – – –
MCM
610
MV Capital Management
Maryland
$39K – – –
PCG
611
Private Capital Group
Connecticut
$38K – – –
WP
612
WealthShield Partners
North Carolina
$37K – – –
WT
613
Whittier Trust
California
$37K – – –
IA
614
Independence Advisors
Pennsylvania
$36K +$277 +24 +0.8%
PO
615
Private Ocean
California
$35K +$138 +12 +0.4%
TI
616
tru Independence
Oregon
$35K +$54.4M +4,716,318 New
HRC
617
Hoertkorn Richard Charles
$34K – – –
BCA
618
Berman Capital Advisors
Georgia
$33K +$208 +18 +0.7%
OPS
619
Orion Portfolio Solutions
Nebraska
$32K -$415 -36 -1%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$31K +$69 +6 +0.2%
EIP
621
Ellis Investment Partners
Pennsylvania
$31K +$138 +12 +0.5%
PG
622
Proffitt & Goodson
Tennessee
$30K -$2.42K -210 -8%
AWM
623
AllSquare Wealth Management
New York
$30K – – –
SPIA
624
Steward Partners Investment Advisory
New York
$27K -$1.73K -150 -6%
GI
625
Gradient Investments
Minnesota
$27K – – –