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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
101
Carnegie Investment Counsel
Ohio
$233K – – –
FNBT
102
FineMark National Bank & Trust
Florida
$229K +$1.02K +132 +0.5%
SFM
103
Signature Financial Management
Virginia
$227K – – –
PA
104
Pinnacle Associates
New York
$227K +$5.09K +660 +2%
Ameriprise
105
Ameriprise
Minnesota
$220K +$213K +27,684 New
JWA
106
JFS Wealth Advisors
Pennsylvania
$136K +$132K +17,136 New
EWM
107
Edge Wealth Management
New York
$123K -$21.4K -2,778 -15%
BCM
108
Blume Capital Management
California
$119K -$23.1K -3,000 -17%
TWA
109
TCI Wealth Advisors
Arizona
$119K -$4.95K -642 -4%
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$113K +$324 +42 +0.3%
KT
111
Kanaly Trust
Texas
$105K – – –
TIM
112
Tortoise Investment Management
New York
$85K -$55.5K -7,200 -40%
ST
113
Smithfield Trust
Pennsylvania
$73K – – –
MA
114
MCF Advisors
Kentucky
$63K +$10.4K +1,344 +20%
LWM
115
LBA Wealth Management
Florida
$48K +$185 +24 +0.4%
BAM
116
Barrett Asset Management
New York
$40K +$31.2K +4,050 +409%
PI
117
Placemark Investments
Illinois
$39K -$52K -6,744 -58%
Group One Trading
118
Group One Trading
Illinois
$33K +$31.7K +4,110 New
WA
119
WFG Advisors
Texas
$30K – – –
WAM
120
Wallington Asset Management
Indiana
$28K – – –
QCMNJ
121
Quantum Capital Management (New Jersey)
New Jersey
$28K +$26.3K +3,408 +4,369%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$26K – – –
FPCG
123
Fort Pitt Capital Group
Pennsylvania
$25.5K -$787 -102 -3%
W
124
Wealthfront
California
$20K – – –
Creative Planning
125
Creative Planning
Kansas
$20K +$10.4K +1,350 +111%