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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Apriem Advisors
California
$2.6M +$225K +24,030 +10%
AIM
102
Advantage Investment Management
Iowa
$2.6M +$6.08K +648 +0.2%
PV
103
Private Vista
Illinois
$2.56M +$2.52M +268,986 New
MWM
104
MinichMacGregor Wealth Management
New York
$2.56M +$119K +12,714 +5%
BCM
105
Boltwood Capital Management
California
$2.53M +$146K +15,594 +6%
CCA
106
Cobblestone Capital Advisors
New York
$2.4M +$1.86M +198,372 +364%
SAM
107
Sawgrass Asset Management
Florida
$2.4M
Jane Street
108
Jane Street
New York
$2.36M -$8.08M -861,078 -78%
EVM
109
Eaton Vance Management
Massachusetts
$2.27M +$29.6K +3,156 +1%
DWM
110
Destination Wealth Management
California
$2.26M -$147K -15,684 -6%
CC
111
Callan Capital
California
$2.23M +$200K +21,324 +10%
CWM
112
Concert Wealth Management
California
$2.21M +$477K +50,838 +26%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$2.12M +$676K +72,072 +48%
MA
114
MCF Advisors
Kentucky
$1.92M +$642K +68,460 +51%
BL
115
BCWM LLC
Kansas
$1.91M -$105K -11,184 -5%
VNA
116
Valley National Advisers
Pennsylvania
$1.9M +$629K +67,092 +50%
Creative Planning
117
Creative Planning
Kansas
$1.88M -$374K -39,864 -17%
KIA
118
KCM Investment Advisors
California
$1.85M -$11.7K -1,242 -0.6%
HCMT
119
Highland Capital Management (Tennessee)
Tennessee
$1.83M +$69K +7,356 +4%
IWMPD
120
Integrated Wealth Management (Palm Desert)
California
$1.8M +$274K +29,244 +18%
KF
121
Krilogy Financial
Missouri
$1.73M
RJA
122
Raymond James & Associates
Florida
$1.64M -$3.18M -339,108 -66%
JMPWA
123
JP Morgan Private Wealth Advisors
California
$1.59M +$299K +31,890 +23%
JWA
124
JFS Wealth Advisors
Pennsylvania
$1.52M
GAM
125
Garrison Asset Management
Arkansas
$1.49M -$644K -68,646 -30%