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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
126
ProVise Management Group
Florida
$1.25M +$54.9K +6,228 +5%
JMPWA
127
JP Morgan Private Wealth Advisors
California
$1.23M +$130K +14,766 +12%
MA
128
MCF Advisors
Kentucky
$1.21M +$568K +64,452 +93%
VNA
129
Valley National Advisers
Pennsylvania
$1.2M +$436K +49,470 +59%
CP
130
Corbenic Partners
Pennsylvania
$1.17M +$2.7K +306 +0.2%
EA
131
Edge Advisors
Georgia
$1.16M +$1.13M +128,496 New
SEI Investments
132
SEI Investments
Pennsylvania
$1.14M +$1.1M +124,932 +7,255%
PFC
133
Phocas Financial Corp
California
$1.12M +$1.09M +123,720 New
WF
134
WealthTrust Fairport
Ohio
$1.1M +$221K +25,134 +26%
YMRC
135
Yorktown Management & Research Company
Virginia
$1.08M +$1.06M +120,000 New
Ameriprise
136
Ameriprise
Minnesota
$1.07M -$31K -3,522 -3%
Millennium Management
137
Millennium Management
New York
$1.03M -$415K -47,118 -29%
NGA
138
Naples Global Advisors
Florida
$1.02M +$29.6K +3,360 +3%
BWP
139
BSW Wealth Partners
Colorado
$1.01M +$935K +106,182 +1,764%
CFA
140
Capstone Financial Advisors
Illinois
$1M +$211 +24 +0%
SIC
141
Salem Investment Counselors
North Carolina
$997K -$2.64K -300 -0.3%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$984K +$960K +108,924 New
BSW
143
Buckingham Strategic Wealth
Missouri
$974K +$215K +24,432 +29%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$958K -$250K -28,338 -21%
AA
145
Ancora Advisors
Ohio
$889K +$867K +98,400 New
WPIC
146
White Pine Investment Company
Michigan
$885K +$11.5K +1,308 +1%
SIC
147
Sigma Investment Counselors
Michigan
$833K +$116K +13,182 +17%
TCT
148
TIAA CREF Trust
Missouri
$828K +$37.3K +4,236 +5%
AIM
149
AMI Investment Management
Indiana
$819K +$35.2K +3,996 +5%
NCM
150
Novare Capital Management
North Carolina
$815K +$29.7K +3,372 +4%