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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
126
FineMark National Bank & Trust
Florida
$241K +$1.02K +126 +0.4%
CIC
127
Carnegie Investment Counsel
Ohio
$236K -$6.75K -834 -3%
ANTB
128
AMG National Trust Bank
Colorado
$236K +$230K +28,416 New
SEIA
129
Signature Estate & Investment Advisors
California
$233K +$227K +28,032 New
GG
130
Gofen & Glossberg
Illinois
$225K +$220K +27,108 New
WA
131
Wealth Architects
California
$223K +$217K +26,832 New
WPIC
132
White Pine Investment Company
Michigan
$218K +$213K +26,298 New
LAIC
133
Lederer & Associates Investment Counsel
California
$209K +$204K +25,164 New
SLA
134
Silver Lake Advisory
Utah
$193K +$188K +23,184 New
JWA
135
JFS Wealth Advisors
Pennsylvania
$180K +$4.47K +552 +3%
ST
136
Smithfield Trust
Pennsylvania
$179K +$99.6K +12,300 +134%
BWA
137
Burt Wealth Advisors
Maryland
$169K +$165K +20,340 New
SA
138
SRH Advisors
Kansas
$167K +$163K +20,154 New
MA
139
MCF Advisors
Kentucky
$155K +$58.1K +7,176 +63%
JFA
140
JNBA Financial Advisors
Minnesota
$154K
PAI
141
Pittenger & Anderson Inc
Nebraska
$133K +$129K +15,990 New
TWA
142
TCI Wealth Advisors
Arizona
$125K +$340 +42 +0.3%
KT
143
Kanaly Trust
Texas
$110K
ASN
144
Advisory Services Network
Georgia
$103K +$103K +12,672 New
BCM
145
Blume Capital Management
California
$100K -$24.3K -3,000 -20%
QCMNJ
146
Quantum Capital Management (New Jersey)
New Jersey
$91K +$50.5K +6,234 +133%
EWM
147
Edge Wealth Management
New York
$75K
AWM
148
AllSquare Wealth Management
New York
$67K +$64.9K +8,010 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$62K
PIA
150
Peachtree Investment Advisors
Georgia
$59K +$8.26K +1,020 +17%