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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
676
Newbridge Financial Services Group
Florida
$46K -$14.2K -996 -25%
WT
677
Whittier Trust
California
$45K – – –
PO
678
Private Ocean
California
$45K +$256 +18 +0.6%
HRC
679
Hoertkorn Richard Charles
$42K – – –
WFA
680
Wells Financial Advisors
Massachusetts
$42K +$39.8K +2,796 New
BCA
681
Berman Capital Advisors
Georgia
$41K +$171 +12 +0.4%
Rockefeller Capital Management
682
Rockefeller Capital Management
New York
$40K -$513 -36 -1%
EIP
683
Ellis Investment Partners
Pennsylvania
$39K +$171 +12 +0.5%
AWM
684
AllSquare Wealth Management
New York
$38K – – –
ABC
685
Associated Banc-Corp
Wisconsin
$36K – – –
PFBT
686
Parkside Financial Bank & Trust
Missouri
$32K +$85 +6 +0.3%
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K +$29.9K +2,100 New
BAM
688
Barrett Asset Management
New York
$31K – – –
TVWM
689
Tower View Wealth Management
Wisconsin
$31K +$171 +12 +0.6%
LWANC
690
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
GI
691
Gradient Investments
Minnesota
$29K – – –
FHA
692
First Horizon Advisors
Tennessee
$28K +$85 +6 +0.3%
NG
693
NWK Group
California
$27K – – –
SWM
694
Selective Wealth Management
Virginia
$27K +$85 +6 +0.3%
MCM
695
Manchester Capital Management
Vermont
$26K +$2.99K +210 +14%
TFM
696
TFC Financial Management
Massachusetts
$25K -$6.41K -450 -22%
HWM
697
HighMark Wealth Management
Minnesota
$25K +$85 +6 +0.4%
BCM
698
Blume Capital Management
California
$24K +$85 +6 +0.4%
CFB
699
Cullen/Frost Bankers
Texas
$23K -$5.98K -420 -22%
OFG
700
Oxford Financial Group
Indiana
$23K – – –