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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Elmwood Wealth Management
California
$50K – – –
PGAM
602
Princeton Global Asset Management
New Jersey
$50K – – –
CCM
603
Covington Capital Management
California
$49K – – –
TWA
604
TCI Wealth Advisors
Arizona
$48K -$110K -8,370 -70%
CWM
605
Cedar Wealth Management
California
$48K – – –
GWS
606
Glassman Wealth Services
Virginia
$48K – – –
CCA
607
Column Capital Advisors
Indiana
$46K +$158 +12 +0.3%
MAWCM
608
Mine & Arao Wealth Creation & Management
California
$43K – – –
CBT
609
Central Bank & Trust
Kentucky
$43K +$42.8K +3,258 New
CAAS
610
Capital Asset Advisory Services
Michigan
$42K -$17K -1,290 -29%
MCM
611
MV Capital Management
Maryland
$42K – – –
PCG
612
Private Capital Group
Connecticut
$42K – – –
IA
613
Independence Advisors
Pennsylvania
$42K +$2.45K +186 +6%
JSC
614
Jackson Square Capital
California
$41K +$40.2K +3,060 New
WP
615
WealthShield Partners
North Carolina
$40K – – –
WT
616
Whittier Trust
California
$40K – – –
PO
617
Private Ocean
California
$39K +$237 +18 +0.6%
HRC
618
Hoertkorn Richard Charles
$37K – – –
BCA
619
Berman Capital Advisors
Georgia
$36K +$394 +30 +1%
Rockefeller Capital Management
620
Rockefeller Capital Management
New York
$35K +$17.2K +1,308 +94%
AA
621
Advisory Alpha
Michigan
$35K +$33.8K +2,568 New
AWM
622
AllSquare Wealth Management
New York
$33K – – –
EIP
623
Ellis Investment Partners
Pennsylvania
$33K +$237 +18 +0.7%
SPIA
624
Steward Partners Investment Advisory
New York
$33K +$3.55K +270 +12%
ABC
625
Associated Banc-Corp
Wisconsin
$31K -$31.4K -2,388 -50%