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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
$22.3M +$248K +14,379 +1%
Cerity Partners
77
Cerity Partners
New York
$22M +$14.8M +855,435 +260%
WAG
78
Winthrop Advisory Group
Massachusetts
$21.6M +$778K +45,063 +4%
GAM
79
Gemmer Asset Management
California
$21.4M +$2.1M +121,431 +12%
OAJ
80
Ogorek Anthony Joseph
New York
$20.9M +$1M +57,978 +5%
UCFA
81
United Capital Financial Advisors
Texas
$20.8M -$4.7M -272,343 -20%
BC
82
Bartlett & Co
Ohio
$20.8M -$2.83M -163,635 -13%
BCWM
83
Bartlett & Co Wealth Management
Ohio
$20.8M -$2.83M -163,635 -13%
SA
84
Strategic Advisors
New York
$20.7M +$158K +9,159 +0.8%
GB
85
Goepper Burkhardt
South Carolina
$20.7M +$164K +9,498 +0.9%
AIS
86
American Investment Services
Massachusetts
$20.6M -$622 -36 -0%
SA
87
Shilanski & Associates
Alaska
$20M +$2.23M +128,976 +14%
CCA
88
Cobblestone Capital Advisors
New York
$19.5M -$651K -37,665 -3%
MWP
89
Meridian Wealth Partners
Pennsylvania
$19.3M +$57.5K +3,330 +0.3%
GCA
90
Genesee Capital Advisors
New York
$19M +$3M +173,427 +20%
AWM
91
Avior Wealth Management
Nebraska
$18.9M -$96.8K -5,604 -0.5%
SFP
92
Strategic Financial Planning
Texas
$18.9M +$1.26M +73,092 +8%
GA
93
GSG Advisors
New Jersey
$18.3M +$1.22M +70,680 +8%
VNA
94
Valley National Advisers
Pennsylvania
$18.1M +$3.05M +176,424 +22%
CHJWM
95
Carlton Hofferkamp & Jenks Wealth Management
Texas
$18.1M -$244K -14,130 -1%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$18M +$2.35M +136,179 +16%
NSG
97
Nalls Sherbakoff Group
Tennessee
$17.9M +$162K +9,387 +1%
UBS Group
98
UBS Group
Switzerland
$17.5M -$3.6M -208,158 -18%
GLR
99
Great Lakes Retirement
Ohio
$17.3M -$198K -11,442 -1%
MFGP
100
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.9M -$291K -16,827 -2%