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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
651
Pinnacle Financial Partners (Tennessee)
Tennessee
$219K
PWA
652
Pinnacle Wealth Advisors
Tennessee
$219K +$213K +12,588 New
FFWA
653
FRG Family Wealth Advisors
Washington
$218K
LFG
654
Larson Financial Group
Missouri
$215K -$12.5K -738 -6%
AC
655
AlphaCore Capital
California
$215K +$609 +36 +0.3%
Millennium Management
656
Millennium Management
New York
$215K +$209K +12,378 New
CPSAC
657
Chas P. Smith & Associates (CPS)
Florida
$214K -$2.54K -150 -1%
BIM
658
Baldwin Investment Management
Pennsylvania
$213K +$207K +12,234 New
BFG
659
Berger Financial Group
Minnesota
$212K +$206K +12,198 New
FCH
660
Freestone Capital Holdings
Washington
$211K -$65K -3,840 -24%
FMC
661
Financial Management Concepts
Florida
$210K -$26.4K -1,560 -12%
GWM
662
Geneos Wealth Management
Colorado
$207K -$60.6K -3,582 -23%
SSB
663
Sandy Spring Bank
Maryland
$205K
SPA
664
Sentinel Pension Advisors
Massachusetts
$204K +$199K +11,754 New
VWM
665
Vigilare Wealth Management
Arizona
$202K +$197K +11,622 New
Jane Street
666
Jane Street
New York
$200K +$195K +11,532 New
BW
667
Bison Wealth
Georgia
$191K +$102 +6 +0.1%
SFP
668
Sterling Financial Planning
New Jersey
$185K +$609 +36 +0.3%
FCA
669
FinTrust Capital Advisors
South Carolina
$184K
AFG
670
Albion Financial Group
Utah
$183K +$178K +10,506 New
IRC
671
Investors Research Corp
Georgia
$174K -$2.74K -162 -2%
DOA
672
D'Orazio & Associates
Virginia
$173K
BC
673
Burleson & Co
California
$170K -$914 -54 -0.6%
CIA
674
Choate Investment Advisors
Massachusetts
$168K +$164K +9,678 New
AIA
675
Armor Investment Advisors
North Carolina
$162K +$80K +4,728 +103%