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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
626
Baker Avenue Asset Management
California
$245K – – –
OCM
627
Osterweis Capital Management
California
$244K – – –
HFA
628
HC Financial Advisors
California
$243K – – –
KA
629
Klingman & Associates
New York
$243K – – –
RPWA
630
Regent Peak Wealth Advisors
Georgia
$243K +$233K +13,740 New
Fifth Third Bancorp
631
Fifth Third Bancorp
Ohio
$240K -$43.6K -2,574 -16%
CIP
632
Capital Insight Partners
Arizona
$240K – – –
BDWCC
633
B&D White Capital Company
Texas
$240K +$234K +13,854 New
RA
634
Resolute Advisors
California
$239K +$206K +12,180 +787%
Barclays
635
Barclays
United Kingdom
$239K +$233K +13,740 New
AA
636
Advisory Alpha
Michigan
$237K +$1.63K +96 +0.7%
CAL
637
Capital Analysts LLC
Pennsylvania
$234K +$609 +36 +0.3%
GSAM
638
Grant Street Asset Management
Pennsylvania
$233K -$789K -46,632 -83%
C
639
Certuity
Florida
$233K – – –
CSIA
640
Charles Schwab Investment Advisory
California
$232K +$226K +13,368 New
PK
641
Pflug Koory
Nebraska
$231K – – –
JWM
642
Janiczek Wealth Management
Colorado
$231K +$508 +30 +0.2%
IF
643
Ironwood Financial
Arizona
$228K +$8.22K +486 +4%
VFA
644
Valeo Financial Advisors
Indiana
$228K +$61.7K +3,648 +39%
WAP
645
Wealthcare Advisory Partners
Pennsylvania
$227K -$711 -42 -0.3%
RWM
646
Ritholtz Wealth Management
New York
$227K +$221K +13,050 New
SAM
647
SP Asset Management
California
$225K – – –
PWMAG
648
Pinnacle Wealth Management Advisory Group
New Jersey
$224K +$102 +6 +0%
WI
649
Wedgewood Investors
Pennsylvania
$223K – – –
FHA
650
Flagship Harbor Advisors
Massachusetts
$223K +$218K +12,852 New