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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
101
Curbstone Financial Management Corp
New Hampshire
$3.85M +$2.03M +184,560 +104%
TFF
102
The Family Firm
Maryland
$3.75M +$442K +40,230 +13%
WCM
103
Whitener Capital Management
North Carolina
$3.63M +$233K +21,174 +7%
BCI
104
Brinker Capital Investments
Pennsylvania
$3.6M +$34.1K +3,102 +0.9%
Creative Planning
105
Creative Planning
Kansas
$3.59M +$351K +31,974 +10%
BWI
106
Beacon Wealthcare Inc
North Carolina
$3.5M -$357K -32,472 -9%
CHA
107
Carmichael Hill & Associates
Maryland
$3.5M +$142K +12,936 +4%
SIA
108
Starfire Investment Advisers
Michigan
$3.49M +$3.61M +328,248 New
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$3.44M -$554K -50,394 -13%
JFG
110
JMG Financial Group
Illinois
$3.35M +$31.1K +2,832 +0.9%
JWS
111
Juncture Wealth Strategies
Arizona
$3.35M -$105K -9,540 -3%
KM
112
Kalos Management
Georgia
$3.29M -$478K -43,530 -13%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$3.15M +$485K +44,136 +18%
BCM
114
Boltwood Capital Management
California
$3.07M +$222K +20,232 +8%
BAS
115
Brown Advisory Securities
Maryland
$3.04M
BCM
116
Breiter Capital Management
Florida
$2.91M +$190K +17,286 +7%
AG
117
Advisor Group
Arizona
$2.91M +$1.22M +111,066 +68%
FG
118
Fiduciary Group
Georgia
$2.9M +$32.8K +2,982 +1%
MPI
119
Mairs & Power Inc
Minnesota
$2.89M
PV
120
Private Vista
Illinois
$2.88M +$2.97M +270,768 New
HSA
121
HBK Sorce Advisory
Pennsylvania
$2.79M +$1.04M +94,518 +56%
KIA
122
KCM Investment Advisors
California
$2.75M +$720K +65,556 +34%
MWM
123
MinichMacGregor Wealth Management
New York
$2.73M -$371K -33,732 -12%
DBRC
124
D.B. Root & Company
Pennsylvania
$2.72M +$649K +59,052 +30%
SAM
125
Sawgrass Asset Management
Florida
$2.68M