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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
126
Tortoise Investment Management
New York
$85K +$144 +18 +0.2%
PI
127
Placemark Investments
Illinois
$84K +$45.5K +5,688 +117%
ST
128
Smithfield Trust
Pennsylvania
$73K – – –
US Bancorp
129
US Bancorp
Minnesota
$73K +$54.3K +6,786 +283%
EWM
130
Edge Wealth Management
New York
$72K -$51.6K -6,450 -42%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$59K +$33.6K +4,200 +128%
PIA
132
Peachtree Investment Advisors
Georgia
$49K +$48.9K +6,120 New
LWM
133
LBA Wealth Management
Florida
$48K +$240 +30 +0.5%
BAM
134
Barrett Asset Management
New York
$44K +$3.6K +450 +9%
QCMNJ
135
Quantum Capital Management (New Jersey)
New Jersey
$37K +$9.69K +1,212 +35%
Group One Trading
136
Group One Trading
Illinois
$33K – – –
WA
137
WFG Advisors
Texas
$30K – – –
ST
138
Stifel Trust
Missouri
$20K +$20.1K +2,514 New
CA
139
CapWealth Advisors
Tennessee
$19K – – –
MCM
140
Manchester Capital Management
Vermont
$19K – – –
MWP
141
MYCIO Wealth Partners
Pennsylvania
$17K +$9.59K +1,200 +134%
WAM
142
Wallington Asset Management
Indiana
$15K -$13.2K -1,656 -47%
PO
143
Private Ocean
California
$15K -$1.15K -144 -7%
GI
144
Gradient Investments
Minnesota
$14K +$14.4K +1,800 New
CDIA
145
Capital Directions Investment Advisors
Georgia
$11K – – –
TCM
146
Tradewinds Capital Management
Washington
$10K +$48 +6 +0.5%
CCS
147
Crosspoint Capital Strategies
California
$10K +$9.59K +1,200 New
RWM
148
Raffa Wealth Management
District of Columbia
$9.16K +$48 +6 +0.5%
FANJ
149
Financial Architects (New Jersey)
New Jersey
$9K +$8.83K +1,104 New
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$8K -$4.37K -546 -37%