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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Annex Advisory Services
Wisconsin
$625K +$1.99K +276 +0.3%
MFS
52
MSI Financial Services
Massachusetts
$622K -$190K -26,418 -24%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$611K +$94.1K +13,086 +19%
U
54
UBS
Switzerland
$607K +$70.4K +9,792 +14%
CWM
55
Cabot Wealth Management
Massachusetts
$587K +$134K +18,600 +31%
DSN
56
D. Scott Neal
Kentucky
$576K +$553K +76,854 New
EK
57
Evensky & Katz
Florida
$575K +$29.2K +4,062 +6%
TYCC
58
Texas Yale Capital Corp
Florida
$501K
BRWA
59
B. Riley Wealth Advisors
Florida
$484K -$57.2K -7,956 -11%
SC
60
Savant Capital
Illinois
$476K +$194K +26,928 +74%
LRPA
61
L. Roy Papp & Associates
Arizona
$450K -$4.32K -600 -1%
JFG
62
JMG Financial Group
Illinois
$418K +$123K +17,052 +44%
VFS
63
VSR Financial Services
Kansas
$406K +$43.8K +6,090 +13%
CCA
64
Cobblestone Capital Advisors
New York
$386K +$91.4K +12,714 +33%
RP
65
Reinhart Partners
Wisconsin
$378K +$362K +50,400 New
AWE
66
Avidian Wealth Enterprises
Texas
$360K +$363K +50,424 New
IFS
67
Ifrah Financial Services
Arkansas
$349K +$335K +46,518 New
RC
68
Roundview Capital
New Jersey
$336K +$21.1K +2,940 +7%
TH
69
Timber Hill
Connecticut
$323K -$154K -21,468 -33%
CA
70
Callahan Advisors
Texas
$314K +$301K +41,802 New
Citigroup
71
Citigroup
New York
$308K
SS
72
SG Select
Florida
$308K +$72.1K +10,026 +32%
AIG
73
American International Group
New York
$301K +$176K +24,408 +155%
CI
74
Chartist Inc
California
$282K +$272K +37,788 New
DFIM
75
Detwiler Fenton Investment Management
Massachusetts
$276K +$264K +36,750 New