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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
626
Tower View Wealth Management
Wisconsin
$25K +$69 +6 +0.3%
CWC
627
Carolinas Wealth Consulting
North Carolina
$24K -$14.1K -1,224 -39%
LWANC
628
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K +$1.31K +114 +6%
FHA
629
First Horizon Advisors
Tennessee
$23K -$5.19K -450 -19%
BAM
630
Barrett Asset Management
New York
$23K – – –
SWM
631
Selective Wealth Management
Virginia
$22K -$3.11K -270 -13%
NG
632
NWK Group
California
$22K – – –
HWM
633
HighMark Wealth Management
Minnesota
$20K +$69 +6 +0.4%
OFG
634
Oxford Financial Group
Indiana
$19K +$17.5K +1,518 New
MCM
635
Manchester Capital Management
Vermont
$18K – – –
TCM
636
Tradewinds Capital Management
Washington
$18K – – –
Rockefeller Capital Management
637
Rockefeller Capital Management
New York
$17K -$8.92K -774 -36%
WFMPM
638
Woodley Farra Manion Portfolio Management
Indiana
$16K – – –
BAM
639
Bellevue Asset Management
Washington
$14K – – –
HNB
640
Huntington National Bank
Ohio
$14K – – –
JGIA
641
Jackson Grant Investment Advisers
Connecticut
$14K +$69 +6 +0.5%
POIA
642
Pin Oak Investment Advisors
Texas
$13K – – –
CMA
643
Cedar Mountain Advisors
Oregon
$13K +$3.11K +270 +34%
KPW
644
Kore Private Wealth
New York
$12K – – –
BWM
645
BerganKDV Wealth Management
Minnesota
$12K +$3.67K +318 +48%
NC
646
NewSquare Capital
Pennsylvania
$7K -$23.2K -2,010 -77%
CWAF
647
Core Wealth Advisors (Florida)
Florida
$7K – – –
JCM
648
Jacobi Capital Management
Pennsylvania
$7K – – –
LIA
649
LS Investment Advisors
Michigan
$7K – – –
ZB
650
Zions Bancorporation
Utah
$7K – – –