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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WFG Advisors
Texas
$28K +$27.3K +3,798 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$25K +$23.6K +3,282 New
FPCG
103
Fort Pitt Capital Group
Pennsylvania
$25K +$15.4K +2,136 +179%
CA
104
CapWealth Advisors
Tennessee
$20K – – –
TRCT
105
Tower Research Capital (TRC)
New York
$20K +$19.2K +2,676 New
MCM
106
Manchester Capital Management
Vermont
$18K – – –
US Bancorp
107
US Bancorp
Minnesota
$18K – – –
HDIM
108
Hanson & Doremus Investment Management
Vermont
$18K +$11.7K +1,626 +226%
PO
109
Private Ocean
California
$17K +$16.3K +2,262 New
QCMC
110
Quantum Capital Management (California)
California
$11K +$10.5K +1,458 New
CDIA
111
Capital Directions Investment Advisors
Georgia
$10K – – –
RWM
112
Raffa Wealth Management
District of Columbia
$9.64K +$8.33K +1,158 New
MA
113
MCF Advisors
Kentucky
$9K +$8.24K +1,146 +19,100%
BAM
114
Barrett Asset Management
New York
$7K – – –
ARMC
115
American Research & Management Company
Massachusetts
$5K – – –
EMA
116
Efficient Market Advisors
California
$4K +$3.41K +474 +3,950%
PFG
117
Piershale Financial Group
Illinois
$3K +$43 +6 +2%
Creative Planning
118
Creative Planning
Kansas
$3K +$3.32K +462 New
KCPG
119
Kavar Capital Partners Group
Kansas
$1K +$1.08K +150 New
VWM
120
Vector Wealth Management
Minnesota
– -$567K -82,770 Closed
VKH
121
Virtu KCG Holdings
New York
– -$203K -29,628 Closed
FM
122
Foster & Motley
Ohio
– -$203K -29,580 Closed
AAC
123
Asset Advisors Corp
Georgia
– -$164K -24,000 Closed
Ameriprise
124
Ameriprise
Minnesota
– -$1K -162 Closed
IFWM
125
Institute for Wealth Management
Colorado
– +$43 +6 New