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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
101
Delta Asset Management
Tennessee
$439K +$1.8K +222 +0.4%
BC
102
Barnett & Company
Tennessee
$433K +$201K +24,786 +91%
CA
103
Callahan Advisors
Texas
$421K +$5.98K +738 +1%
SIC
104
Sigma Investment Counselors
Michigan
$407K +$34.7K +4,284 +10%
SHWM
105
Smith & Howard Wealth Management
Georgia
$403K +$393K +48,582 New
VNA
106
Valley National Advisers
Pennsylvania
$401K +$433K +53,508 New
AIG
107
American International Group
New York
$396K +$53.6K +6,618 +16%
CA
108
Cambridge Advisors
Nebraska
$384K +$375K +46,278 New
CFA
109
Cahill Financial Advisors
Minnesota
$375K +$8.79K +1,086 +2%
PA
110
Pinnacle Associates
New York
$367K +$8.99K +1,110 +3%
Citigroup
111
Citigroup
New York
$341K -$6.03K -744 -2%
TH
112
Timber Hill
Connecticut
$331K -$24.3K -3,000 -7%
IFS
113
Ifrah Financial Services
Arkansas
$328K -$6.8K -840 -2%
NCM
114
Novare Capital Management
North Carolina
$325K -$729 -90 -0.2%
SFPM
115
Sensible Financial Planning & Management
Massachusetts
$321K -$151K -18,654 -33%
CI
116
Chartist Inc
California
$309K +$301K +37,188 New
Millennium Management
117
Millennium Management
New York
$298K +$290K +35,868 New
PAG
118
Private Advisor Group
New Jersey
$297K +$290K +35,820 New
RIM
119
Regent Investment Management
Kentucky
$296K +$288K +35,616 New
BSW
120
Buckingham Strategic Wealth
Missouri
$283K +$61.6K +7,602 +29%
Wells Fargo
121
Wells Fargo
California
$280K +$16.3K +2,016 +6%
SSB
122
Sandy Spring Bank
Maryland
$271K
OCM
123
One Capital Management
California
$268K +$97 +12 +0%
AC
124
Addison Capital
Pennsylvania
$253K +$22.4K +2,760 +10%
WSTAM
125
Wilbanks Smith & Thomas Asset Management
Virginia
$245K -$32.6K -4,020 -12%