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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
76
Pegasus Asset Management
New York
$17.2M +$208K +13,842 +1%
AIS
77
American Investment Services
Massachusetts
$16.4M +$45 +3 +0%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$16.3M +$730K +48,555 +5%
WAG
79
Winthrop Advisory Group
Massachusetts
$16.2M +$567K +37,752 +4%
PCA
80
Personal Capital Advisors
California
$16.2M +$7.03M +467,703 +75%
RBC
81
Roble Belko & Company
Pennsylvania
$16.1M +$43.1K +2,865 +0.3%
SFG
82
Sunburst Financial Group
Alabama
$16.1M -$202K -13,455 -1%
MAS
83
Madden Advisory Services
Florida
$15.7M -$36.6K -2,436 -0.2%
DW
84
Domani Wealth
Pennsylvania
$15.6M +$502K +33,423 +3%
CHJWM
85
Carlton Hofferkamp & Jenks Wealth Management
Texas
$15.5M -$5.23K -348 -0%
GAM
86
Gemmer Asset Management
California
$15.4M -$12.4M -823,488 -44%
GB
87
Goepper Burkhardt
South Carolina
$15.3M -$1.01M -67,140 -6%
AWM
88
Avior Wealth Management
Nebraska
$15.1M -$57.4K -3,816 -0.4%
GLR
89
Great Lakes Retirement
Ohio
$15M +$15.1M +1,005,333 New
MFGP
90
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.6M +$195K +13,008 +1%
SFP
91
Strategic Financial Planning
Texas
$14.3M +$433K +28,836 +3%
EFG
92
Ethos Financial Group
Pennsylvania
$14.3M +$14.3M +954,681 New
JIP
93
Jaffetilchin Investment Partners
Florida
$14.1M -$4.51M -299,862 -24%
BWA
94
Boulder Wealth Advisors
Colorado
$13.7M +$13.8M +918,990 New
MWP
95
Meridian Wealth Partners
Pennsylvania
$13.7M +$580K +38,568 +4%
OAJ
96
Ogorek Anthony Joseph
New York
$13.2M -$357K -23,748 -3%
VNA
97
Valley National Advisers
Pennsylvania
$13M -$1.03M -68,379 -8%
CCA
98
Column Capital Advisors
Indiana
$12.9M +$1.85M +123,105 +17%
LPAM
99
Lodestar Private Asset Management
California
$12.4M +$12.5M +830,688 New
GCA
100
Genesee Capital Advisors
New York
$12.3M +$217K +14,418 +2%