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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
101
Sheets Smith Wealth Management
North Carolina
$771K -$13.1K -1,596 -2%
FF
102
Friedenthal Financial
New Jersey
$760K -$1.19M -145,200 -60%
PMG
103
ProVise Management Group
Florida
$738K +$97.2K +11,832 +14%
AF
104
Allworth Financial
California
$710K -$360K -43,824 -32%
NGA
105
Naples Global Advisors
Florida
$686K +$22.2K +2,700 +3%
WA
106
WESPAC Advisors
California
$679K
CCA
107
Cobblestone Capital Advisors
New York
$666K +$80.9K +9,846 +13%
AAS
108
Annex Advisory Services
Wisconsin
$652K -$24.5K -2,988 -3%
VF
109
Virtu Financial
New York
$627K +$422K +51,336 +172%
DSN
110
D. Scott Neal
Kentucky
$618K -$709K -86,322 -52%
SGCA
111
Steel Grove Capital Advisors
Tennessee
$606K +$2.17K +264 +0.3%
BSW
112
Buckingham Strategic Wealth
Missouri
$601K +$253K +30,834 +66%
WF
113
WealthTrust Fairport
Ohio
$600K +$10.4K +1,266 +2%
BWP
114
BSW Wealth Partners
Colorado
$569K +$18K +2,190 +3%
CA
115
Cambridge Advisors
Nebraska
$547K +$152K +18,510 +35%
MFS
116
MSI Financial Services
Massachusetts
$540K -$20.5K -2,496 -3%
Millennium Management
117
Millennium Management
New York
$537K +$571K +69,510 New
TYCC
118
Texas Yale Capital Corp
Florida
$517K
Creative Planning
119
Creative Planning
Kansas
$513K
RJFSA
120
Raymond James Financial Services Advisors
Florida
$498K +$529K +64,374 New
RBC
121
Roble Belko & Company
Pennsylvania
$479K +$252K +30,720 +99%
JMPWA
122
JP Morgan Private Wealth Advisors
California
$464K +$257K +31,242 +109%
WPIC
123
White Pine Investment Company
Michigan
$463K +$42K +5,118 +9%
VNA
124
Valley National Advisers
Pennsylvania
$461K +$8.08K +984 +2%
CTA
125
Chesley Taft & Associates
Illinois
$456K +$274K +33,408 +131%