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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cabot Wealth Management
Massachusetts
$1.24M +$194K +25,164 +19%
Goldman Sachs
52
Goldman Sachs
New York
$1.22M -$4.78M -620,526 -80%
EVM
53
Eaton Vance Management
Massachusetts
$1.21M +$201K +26,100 +21%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.11M +$197K +25,518 +22%
Brown Advisory
55
Brown Advisory
Maryland
$992K +$562K +72,870 +141%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$977K +$639K +82,824 +207%
DSN
57
D. Scott Neal
Kentucky
$973K +$208K +26,982 +28%
HCMT
58
Highland Capital Management (Tennessee)
Tennessee
$960K +$69.5K +9,018 +8%
U
59
UBS
Switzerland
$896K +$252K +32,658 +41%
JFG
60
JMG Financial Group
Illinois
$861K +$234K +30,312 +39%
SIC
61
Salem Investment Counselors
North Carolina
$788K
EK
62
Evensky & Katz
Florida
$746K +$78.1K +10,122 +12%
AAS
63
Annex Advisory Services
Wisconsin
$707K +$20.1K +2,610 +3%
NGA
64
Naples Global Advisors
Florida
$672K -$2.31K -300 -0.4%
RP
65
Reinhart Partners
Wisconsin
$666K +$44.6K +5,790 +7%
MFS
66
MSI Financial Services
Massachusetts
$610K -$5.23K -678 -0.9%
CCA
67
Cobblestone Capital Advisors
New York
$574K +$47.4K +6,144 +9%
RC
68
Roundview Capital
New Jersey
$565K +$86.4K +11,208 +19%
LRPA
69
L. Roy Papp & Associates
Arizona
$539K +$9.35K +1,212 +2%
PMG
70
ProVise Management Group
Florida
$538K +$253K +32,778 +94%
TYCC
71
Texas Yale Capital Corp
Florida
$532K
CP
72
Corbenic Partners
Pennsylvania
$518K +$435K +56,412 +644%
BPM
73
Bowling Portfolio Management
Ohio
$512K +$12.8K +1,656 +3%
CFA
74
Capstone Financial Advisors
Illinois
$506K +$195K +25,224 +66%
BRWA
75
B. Riley Wealth Advisors
Florida
$462K +$362K +46,884 +72%