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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Salem Investment Counselors
North Carolina
$856K +$4.42K +546 +0.5%
TRCT
77
Tower Research Capital (TRC)
New York
$845K +$823K +101,688 New
SSWM
78
Sheets Smith Wealth Management
North Carolina
$828K -$3.69M -455,634 -82%
UBS Group
79
UBS Group
Switzerland
$810K +$789K +97,494 New
RC
80
Roundview Capital
New Jersey
$777K +$132K +16,290 +21%
AAS
81
Annex Advisory Services
Wisconsin
$735K +$12.6K +1,560 +2%
NGA
82
Naples Global Advisors
Florida
$696K
PMG
83
ProVise Management Group
Florida
$662K +$29.3K +3,624 +5%
CCA
84
Cobblestone Capital Advisors
New York
$647K +$23K +2,844 +4%
MFS
85
MSI Financial Services
Massachusetts
$616K -$20.5K -2,526 -3%
LRPA
86
L. Roy Papp & Associates
Arizona
$573K +$2.53K +312 +0.5%
SFM
87
Signature Financial Management
Virginia
$563K +$220K +27,138 +67%
CFA
88
Capstone Financial Advisors
Illinois
$560K +$31.2K +3,852 +6%
AAC
89
Asset Advisors Corp
Georgia
$556K +$542K +66,930 New
TYCC
90
Texas Yale Capital Corp
Florida
$555K
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$549K +$136K +16,794 +34%
Creative Planning
92
Creative Planning
Kansas
$547K +$528K +65,232 +11,094%
GAM
93
Gemmer Asset Management
California
$537K +$147K +18,114 +39%
ECML
94
Eagle Capital Management (Louisiana)
Louisiana
$528K +$515K +63,636 New
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$512K +$273K +33,660 +120%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$503K +$376K +46,440 +327%
SAMC
97
Spectrum Asset Management (California)
California
$494K +$482K +59,490 New
VCP
98
Vista Capital Partners
Oregon
$478K +$248K +30,678 +114%
CP
99
Corbenic Partners
Pennsylvania
$463K +$15.5K +1,914 +4%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$452K -$7.77K -960 -2%