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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
101
Wilbanks Smith & Thomas Asset Management
Virginia
$266K +$19.7K +2,460 +8%
SSB
102
Sandy Spring Bank
Maryland
$259K -$46.3K -5,790 -15%
FFA
103
First Foundation Advisors
California
$259K +$261K +32,634 New
OCM
104
One Capital Management
California
$256K -$14.4K -1,800 -5%
Wells Fargo
105
Wells Fargo
California
$252K +$1.34K +168 +0.5%
SAM
106
Summit Asset Management
Tennessee
$248K
SI
107
SII Investments
Wisconsin
$243K +$2.87M +358,602 New
CIC
108
Carnegie Investment Counsel
Ohio
$232K
FNBT
109
FineMark National Bank & Trust
Florida
$229K +$1.01K +126 +0.4%
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$222K +$224K +28,020 New
AC
111
Addison Capital
Pennsylvania
$219K +$221K +27,660 New
BC
112
Barnett & Company
Tennessee
$217K +$219K +27,360 New
Ameriprise
113
Ameriprise
Minnesota
$216K -$3.07K -384 -1%
VCP
114
Vista Capital Partners
Oregon
$213K -$45.7K -5,712 -18%
BSW
115
Buckingham Strategic Wealth
Missouri
$210K +$212K +26,520 New
BJ
116
Brouwer & Janachowski
California
$203K +$204K +25,566 New
JWA
117
JFS Wealth Advisors
Pennsylvania
$168K +$32.1K +4,014 +23%
JFA
118
JNBA Financial Advisors
Minnesota
$147K +$149K +18,600 New
AIM
119
AMI Investment Management
Indiana
$145K +$146K +18,300 New
BCM
120
Blume Capital Management
California
$119K
TWA
121
TCI Wealth Advisors
Arizona
$119K +$384 +48 +0.3%
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$112K +$288 +36 +0.3%
KT
123
Kanaly Trust
Texas
$105K
MA
124
MCF Advisors
Kentucky
$87K +$25.8K +3,228 +39%
TIM
125
Tortoise Investment Management
New York
$85K +$144 +18 +0.2%