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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
676
NorthRock Partners
Minnesota
$835K +$123K +4,673 +16%
NCM
677
Next Capital Management
New York
$834K +$2.44K +93 +0.3%
BCMLT
678
Beacon Capital Management LLC (Tennessee)
Tennessee
$833K +$105 +4 +0%
MAC
679
Mason & Associates (California)
California
$832K +$210 +8 +0%
CWA
680
Continuum Wealth Advisors
New York
$832K -$3.28K -125 -0.4%
MCCP
681
Mission Creek Capital Partners
California
$823K -$10.2K -389 -1%
GKWIM
682
Gerber Kawasaki Wealth & Investment Management
California
$821K +$32.7K +1,245 +4%
GWM
683
Geneos Wealth Management
Colorado
$817K -$40.5K -1,542 -5%
FVWA
684
Foster Victor Wealth Advisors
South Carolina
$817K -$12.6K -479 -2%
CWA
685
Consilium Wealth Advisory
Texas
$813K -$54.2K -2,065 -6%
FCH
686
Freestone Capital Holdings
Washington
$813K +$6.43K +245 +0.8%
HI
687
Hudock Inc
Pennsylvania
$808K +$604 +23 +0.1%
MA
688
Marquette Associates
Illinois
$803K – – –
AF
689
Advisornet Financial
Minnesota
$799K -$2.86K -109 -0.3%
LSIA
690
LaSalle St. Investment Advisors
Illinois
$798K – – –
MFG
691
Magnus Financial Group
New York
$797K +$78.3K +2,984 +10%
BIG
692
Builder Investment Group
Georgia
$792K +$10.9K +416 +1%
FDCDDQ
693
Federation des caisses Desjardins du Quebec
Quebec, Canada
$790K -$1.05K -40 -0.1%
IIC
694
Ironwood Investment Counsel
Arizona
$785K +$892 +34 +0.1%
PL
695
Plancorp LLC
Missouri
$783K +$1.26K +48 +0.2%
VC
696
Veracity Capital
Georgia
$779K – – –
WCM
697
Wealthcare Capital Management
Virginia
$777K – – –
JIC
698
Joel Isaacson & Co
New York
$777K +$2.28K +87 +0.3%
TBFA
699
Three Bearings Fiduciary Advisors
New Hampshire
$773K – – –
WF
700
Womack Financial
Texas
$768K +$22.5K +857 +3%