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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
76
Brown Advisory
Maryland
$270K -$375K -52,200 -59%
SAM
77
Summit Asset Management
Tennessee
$265K
SIC
78
Sigma Investment Counselors
Michigan
$261K +$11.6K +1,608 +5%
CFA
79
Cahill Financial Advisors
Minnesota
$260K +$248K +34,530 New
IAS
80
IMA Advisory Services
Colorado
$256K +$245K +34,116 New
HIC
81
Hartline Investment Corp
Illinois
$243K +$233K +32,334 New
Wells Fargo
82
Wells Fargo
California
$235K -$23.9K -3,324 -10%
CIC
83
Carnegie Investment Counsel
Ohio
$219K -$79.5K -11,058 -27%
FNBT
84
FineMark National Bank & Trust
Florida
$214K -$275K -38,190 -57%
VCP
85
Vista Capital Partners
Oregon
$205K +$196K +27,282 New
BDF
86
Balasa Dinverno & Foltz
$204K +$196K +27,204 New
JIC
87
Joel Isaacson & Co
New York
$189K +$820 +114 +0.5%
KT
88
Kanaly Trust
Texas
$178K -$3.77M -524,550 -96%
AIM
89
AMI Investment Management
Indiana
$178K +$170K +23,700 New
SHWM
90
Smith & Howard Wealth Management
Georgia
$173K +$166K +23,028 New
ASN
91
Advisory Services Network
Georgia
$170K +$163K +22,602 New
EWM
92
Edge Wealth Management
New York
$137K +$31.5K +4,380 +32%
TIM
93
Tortoise Investment Management
New York
$109K +$7.33K +1,020 +8%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$103K -$385K -53,508 -80%
TWA
95
TCI Wealth Advisors
Arizona
$88K +$5.13K +714 +6%
PI
96
Placemark Investments
Illinois
$86K +$1.77K +246 +2%
PFA
97
Paradigm Financial Advisors
Missouri
$71K +$68.5K +9,528 New
ST
98
Smithfield Trust
Pennsylvania
$69K +$25.9K +3,600 +64%
Group One Trading
99
Group One Trading
Illinois
$63K +$47.5K +6,600 +367%
WA
100
WFG Advisors
Texas
$28K +$27.3K +3,798 New