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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
MinichMacGregor Wealth Management
New York
$1.9M +$1.83M +222,276 New
BL
77
BCWM LLC
Kansas
$1.71M +$42.4K +5,142 +3%
BCI
78
Brinker Capital Investments
Pennsylvania
$1.71M +$259K +31,362 +18%
JFG
79
JMG Financial Group
Illinois
$1.71M +$287K +34,770 +20%
RC
80
Roundview Capital
New Jersey
$1.68M +$85.3K +10,344 +5%
FG
81
Fiduciary Group
Georgia
$1.63M +$241K +29,262 +17%
KIA
82
KCM Investment Advisors
California
$1.63M -$42.3K -5,124 -3%
GAM
83
Garrison Asset Management
Arkansas
$1.63M +$368K +44,580 +29%
FWP
84
FAS Wealth Partners
Kansas
$1.62M -$221K -26,796 -12%
BAS
85
Brown Advisory Securities
Maryland
$1.61M – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$1.58M -$205K -24,876 -11%
LBC
87
Lowe Brockenbrough & Co
Virginia
$1.55M +$1.57M +190,278 New
Ameriprise
88
Ameriprise
Minnesota
$1.52M -$1.75M -212,112 -53%
GAM
89
Gemmer Asset Management
California
$1.44M +$543K +65,826 +60%
PP
90
Pegasus Partners
Wisconsin
$1.4M -$198K -24,000 -12%
TFF
91
The Family Firm
Maryland
$1.25M +$399K +48,408 +46%
HCMT
92
Highland Capital Management (Tennessee)
Tennessee
$1.2M +$139K +16,872 +13%
AMG
93
Asset Management Group
Connecticut
$1.17M -$8.86K -1,074 -0.7%
JWA
94
JFS Wealth Advisors
Pennsylvania
$1.14M +$749K +90,858 +187%
VCM
95
Vigilant Capital Management
Maine
$987K -$335K -40,620 -25%
UBS Group
96
UBS Group
Switzerland
$957K -$4.21K -510 -0.4%
SIC
97
Salem Investment Counselors
North Carolina
$956K +$63K +7,644 +7%
CWM
98
Cabot Wealth Management
Massachusetts
$944K +$33.9K +4,110 +4%
LRPA
99
L. Roy Papp & Associates
Arizona
$940K +$47.3K +5,730 +5%
CFA
100
Capstone Financial Advisors
Illinois
$914K +$3.02K +366 +0.3%