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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
126
American International Group
New York
$603K +$186K +23,928 +48%
PA
127
Pinnacle Associates
New York
$598K +$180K +23,154 +47%
CA
128
Cambridge Advisors
Nebraska
$596K +$23.5K +3,030 +4%
WPIC
129
White Pine Investment Company
Michigan
$579K +$40.7K +5,238 +8%
CWM
130
Cabot Wealth Management
Massachusetts
$577K -$351K -45,210 -39%
CWM
131
Concert Wealth Management
California
$574K -$2.13M -273,600 -80%
JMPWA
132
JP Morgan Private Wealth Advisors
California
$567K -$35K -4,500 -6%
BSW
133
Buckingham Strategic Wealth
Missouri
$542K -$69.9K -8,988 -12%
DSN
134
D. Scott Neal
Kentucky
$538K -$72.2K -9,294 -12%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$521K +$480K +61,752 +3,431%
GWM
136
Greenwich Wealth Management
Connecticut
$517K
CK
137
Carnick & Kubik
Colorado
$516K
VNA
138
Valley National Advisers
Pennsylvania
$507K +$6.86K +882 +1%
MWAC
139
Mariner Wealth Advisors (Cincinnati)
Ohio
$485K -$7.13K -918 -2%
CCA
140
Cobblestone Capital Advisors
New York
$481K -$124K -15,954 -21%
CFA
141
Cahill Financial Advisors
Minnesota
$477K +$35.6K +4,578 +9%
SWM
142
SVA Wealth Management
Wisconsin
$463K +$36K +4,632 +9%
MA
143
MCF Advisors
Kentucky
$454K +$84.8K +10,908 +25%
SHWM
144
Smith & Howard Wealth Management
Georgia
$451K -$428K -55,116 -50%
WJA
145
Williams Jones & Associates
New York
$449K +$425K +54,636 New
FF
146
Friedenthal Financial
New Jersey
$446K
MFS
147
MSI Financial Services
Massachusetts
$443K -$31.8K -4,092 -7%
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
$439K -$14.2K -1,824 -3%
AIM
149
AMI Investment Management
Indiana
$434K +$411K +52,854 New
NCM
150
Novare Capital Management
North Carolina
$431K +$13K +1,674 +3%