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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
626
Gradient Investments
Minnesota
$29K – – –
PFBT
627
Parkside Financial Bank & Trust
Missouri
$28K -$5.37K -408 -16%
TFM
628
TFC Financial Management
Massachusetts
$28K +$27.5K +2,088 New
TVWM
629
Tower View Wealth Management
Wisconsin
$27K +$158 +12 +0.6%
BAM
630
Barrett Asset Management
New York
$27K +$1.97K +150 +8%
LWANC
631
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$316 +24 +1%
CFB
632
Cullen/Frost Bankers
Texas
$26K +$25.6K +1,944 New
AssetMark Inc
633
AssetMark Inc
California
$26K +$25.8K +1,962 New
FHA
634
First Horizon Advisors
Tennessee
$25K +$158 +12 +0.6%
NIC
635
Northwest Investment Counselors
Oregon
$25K +$24.9K +1,890 New
NG
636
NWK Group
California
$24K – – –
SWM
637
Selective Wealth Management
Virginia
$24K +$158 +12 +0.7%
JWM
638
JFG Wealth Management
Colorado
$22.5K +$22.3K +1,698 New
HWM
639
HighMark Wealth Management
Minnesota
$22K +$158 +12 +0.7%
CWC
640
Carolinas Wealth Consulting
North Carolina
$21K -$4.58K -348 -18%
BCM
641
Blume Capital Management
California
$21K +$20.6K +1,566 New
OFG
642
Oxford Financial Group
Indiana
$20K – – –
TCM
643
Tradewinds Capital Management
Washington
$20K – – –
MCM
644
Manchester Capital Management
Vermont
$20K +$1.34K +102 +7%
JGIA
645
Jackson Grant Investment Advisers
Connecticut
$16K +$158 +12 +1%
PCWA
646
Pacific Capital Wealth Advisors
California
$16K +$15.5K +1,182 New
BAM
647
Bellevue Asset Management
Washington
$15K – – –
HNB
648
Huntington National Bank
Ohio
$15K – – –
CMA
649
Cedar Mountain Advisors
Oregon
$14K +$79 +6 +0.6%
BWM
650
BerganKDV Wealth Management
Minnesota
$13K – – –