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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Apriem Advisors
California
$1.99M -$25.1M -3,229,968 -93%
SAM
77
Sawgrass Asset Management
Florida
$1.98M
MWM
78
MinichMacGregor Wealth Management
New York
$1.98M +$147K +18,978 +9%
GAM
79
Gemmer Asset Management
California
$1.94M +$466K +60,018 +34%
BCI
80
Brinker Capital Investments
Pennsylvania
$1.93M +$193K +24,858 +12%
IAS
81
IMA Advisory Services
Colorado
$1.76M -$1.04M -133,602 -38%
JFG
82
JMG Financial Group
Illinois
$1.75M +$36.2K +4,662 +2%
BL
83
BCWM LLC
Kansas
$1.74M +$20.8K +2,676 +1%
GAM
84
Garrison Asset Management
Arkansas
$1.63M +$699 +90 +0%
BAS
85
Brown Advisory Securities
Maryland
$1.62M
FG
86
Fiduciary Group
Georgia
$1.62M -$20.6K -2,646 -1%
KIA
87
KCM Investment Advisors
California
$1.51M -$121K -15,600 -8%
PP
88
Pegasus Partners
Wisconsin
$1.4M -$12.8K -1,650 -1%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$1.4M -$180K -23,166 -12%
JWA
90
JFS Wealth Advisors
Pennsylvania
$1.38M +$222K +28,536 +20%
TFF
91
The Family Firm
Maryland
$1.28M +$16.4K +2,106 +1%
AMG
92
Asset Management Group
Connecticut
$1.2M +$21.1K +2,712 +2%
HCMT
93
Highland Capital Management (Tennessee)
Tennessee
$1.2M -$9.09K -1,170 -0.8%
GWM
94
Gupta Wealth Management
California
$1.19M +$835K +107,478 +287%
KF
95
Krilogy Financial
Missouri
$1.15M +$1.09M +139,824 New
IF
96
Ironwood Financial
Arizona
$1.04M +$983K +126,474 New
AF
97
Allworth Financial
California
$1.01M +$125K +16,038 +15%
LRPA
98
L. Roy Papp & Associates
Arizona
$1M +$53.9K +6,930 +6%
UBS Group
99
UBS Group
Switzerland
$992K +$28.4K +3,648 +3%
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$956K -$1.76M -226,056 -66%