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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
626
Sandy Spring Bank
Maryland
$175K +$85 +6 +0.1%
PFPT
627
Pinnacle Financial Partners (Tennessee)
Tennessee
$167K – – –
LWM
628
Liberty Wealth Management
California
$164K +$427 +30 +0.3%
BW
629
Bison Wealth
Georgia
$163K +$85 +6 +0.1%
FCA
630
FinTrust Capital Advisors
South Carolina
$161K – – –
SFP
631
Sterling Financial Planning
New Jersey
$161K +$151K +10,590 New
AFG
632
Albion Financial Group
Utah
$159K +$149K +10,452 New
VFA
633
Valeo Financial Advisors
Indiana
$158K -$1.71K -120 -1%
JP Morgan Chase
634
JP Morgan Chase
New York
$157K -$30.7K -2,154 -17%
IRC
635
Investors Research Corp
Georgia
$154K +$256 +18 +0.2%
US Bancorp
636
US Bancorp
Minnesota
$153K +$17.1K +1,200 +13%
DOA
637
D'Orazio & Associates
Virginia
$151K – – –
SIM
638
Sonora Investment Management
Arizona
$147K – – –
AWM
639
Avior Wealth Management
Nebraska
$141K -$11.7K -822 -8%
RWA
640
Ropes Wealth Advisors
Massachusetts
$141K -$9.57K -672 -7%
TRCT
641
Tower Research Capital (TRC)
New York
$138K +$62.2K +4,368 +92%
SL
642
Savior LLC
Massachusetts
$137K – – –
SIAP
643
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$137K – – –
Bank of Montreal
644
Bank of Montreal
Ontario, Canada
$123K – – –
IA
645
Inspire Advisors
Idaho
$121K +$113K +7,950 New
NSIM
646
North Star Investment Management
Illinois
$119K +$111K +7,818 New
BAMG
647
Brand Asset Management Group
Missouri
$118K -$598 -42 -0.5%
ACA
648
Aptus Capital Advisors
Alabama
$116K – – –
AIM
649
Acropolis Investment Management
Missouri
$113K +$106K +7,464 New
MWA
650
Moser Wealth Advisors
Washington
$106K +$85 +6 +0.1%