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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
STMM
101
South Texas Money Management
Texas
$1.34M +$1.34M +153,900 New
AMG
102
Asset Management Group
Connecticut
$1.28M +$4.17K +480 +0.3%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$1.24M -$52.6K -6,054 -4%
CWM
104
Concert Wealth Management
California
$1.23M -$148K -17,088 -11%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$1.17M +$312K +35,916 +36%
PMG
106
ProVise Management Group
Florida
$1.15M +$161K +18,570 +16%
CP
107
Corbenic Partners
Pennsylvania
$1.13M +$100K +11,520 +10%
IWMPD
108
Integrated Wealth Management (Palm Desert)
California
$1.09M +$502K +57,798 +86%
Ameriprise
109
Ameriprise
Minnesota
$1.06M -$132K -15,222 -11%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$1.05M +$610K +70,212 +138%
SAMC
111
Spectrum Asset Management (California)
California
$1.05M -$11.4K -1,314 -1%
CFA
112
Capstone Financial Advisors
Illinois
$967K +$365 +42 +0%
SIC
113
Salem Investment Counselors
North Carolina
$965K +$46.4K +5,340 +5%
NGA
114
Naples Global Advisors
Florida
$952K +$40.4K +4,650 +4%
SSWM
115
Sheets Smith Wealth Management
North Carolina
$934K -$7.97K -918 -0.8%
BJL
116
Brighton Jones LLC
Washington
$911K +$2.97K +342 +0.3%
IF
117
Ironwood Financial
Arizona
$877K -$121K -13,980 -12%
WF
118
WealthTrust Fairport
Ohio
$848K +$11K +1,266 +1%
WPIC
119
White Pine Investment Company
Michigan
$843K +$140K +16,086 +20%
AF
120
Allworth Financial
California
$818K +$57.8K +6,654 +8%
SGCA
121
Steel Grove Capital Advisors
Tennessee
$813K +$4.84K +558 +0.6%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$801K +$629K +72,402 +372%
LYV
123
Live Your Vision
Pennsylvania
$790K +$43.6K +5,028 +6%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$781K +$44.5K +5,130 +6%
LRPA
125
L. Roy Papp & Associates
Arizona
$767K -$190K -21,834 -20%