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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSN
76
D. Scott Neal
Kentucky
$1.39M +$439K +51,402 +45%
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$1.38M -$53.8K -6,300 -4%
BCI
78
Brinker Capital Investments
Pennsylvania
$1.31M +$117K +13,716 +10%
CWM
79
Cabot Wealth Management
Massachusetts
$1.3M -$379K -44,400 -22%
RC
80
Roundview Capital
New Jersey
$1.25M +$311K +36,444 +32%
FG
81
Fiduciary Group
Georgia
$1.21M +$1.24M +145,014 New
GAM
82
Garrison Asset Management
Arkansas
$1.19M +$7.18K +840 +0.6%
JFG
83
JMG Financial Group
Illinois
$1.17M +$153K +17,946 +15%
AF
84
Allworth Financial
California
$1.14M -$24.2K -2,832 -2%
HCMT
85
Highland Capital Management (Tennessee)
Tennessee
$1.11M -$3.54K -414 -0.3%
CFA
86
Capstone Financial Advisors
Illinois
$929K +$354K +41,418 +60%
SIC
87
Salem Investment Counselors
North Carolina
$900K -$2.92K -342 -0.3%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$881K -$46K -5,388 -5%
SSWM
89
Sheets Smith Wealth Management
North Carolina
$848K -$36.8K -4,308 -4%
AMG
90
Asset Management Group
Connecticut
$819K +$173K +20,202 +26%
GAM
91
Gemmer Asset Management
California
$771K +$44.7K +5,232 +6%
WA
92
WESPAC Advisors
California
$735K
AAS
93
Annex Advisory Services
Wisconsin
$731K +$4.51K +528 +0.6%
NGA
94
Naples Global Advisors
Florida
$721K +$256 +30 +0%
PMG
95
ProVise Management Group
Florida
$700K -$6.46K -756 -0.9%
UBS Group
96
UBS Group
Switzerland
$660K -$201K -23,496 -23%
LRPA
97
L. Roy Papp & Associates
Arizona
$657K +$69.4K +8,124 +12%
SGCA
98
Steel Grove Capital Advisors
Tennessee
$654K +$667K +78,102 New
WF
99
WealthTrust Fairport
Ohio
$639K +$23.4K +2,742 +4%
CCA
100
Cobblestone Capital Advisors
New York
$639K +$37.5K +4,386 +6%