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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
126
OneDigital Investment Advisors
Kansas
$1.52M +$1.5M +155,622 New
PMG
127
ProVise Management Group
Florida
$1.49M +$39.3K +4,068 +3%
KF
128
Krilogy Financial
Missouri
$1.49M -$368K -38,130 -20%
SGCA
129
Steel Grove Capital Advisors
Tennessee
$1.44M +$575K +59,562 +67%
SMC
130
Smith, Moore & Co
Missouri
$1.43M -$11.7K -1,212 -0.8%
NGA
131
Naples Global Advisors
Florida
$1.4M +$98.8K +10,230 +8%
MIAN
132
Mariner Independent Advisor Network
Kansas
$1.37M +$1.36M +140,352 New
RJFSA
133
Raymond James Financial Services Advisors
Florida
$1.35M +$176K +18,252 +15%
SCA
134
STALEY CAPITAL ADVISERS
Pennsylvania
$1.34M -$188K -19,500 -12%
WF
135
WealthTrust Fairport
Ohio
$1.32M +$44.7K +4,632 +4%
Ameriprise
136
Ameriprise
Minnesota
$1.28M +$159K +16,488 +14%
SSWM
137
Sheets Smith Wealth Management
North Carolina
$1.28M -$62.1K -6,432 -5%
GAM
138
Garrison Asset Management
Arkansas
$1.26M -$261K -27,066 -17%
BJL
139
Brighton Jones LLC
Washington
$1.25M +$1.24M +127,944 New
PFC
140
Phocas Financial Corp
California
$1.23M -$1.19M -123,720 Closed
EA
141
Edge Advisors
Georgia
$1.22M -$37.3K -3,858 -3%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$1.18M +$1.33K +138 +0.1%
AMG
143
Asset Management Group
Connecticut
$1.18M -$1.04K -108 -0.1%
PP
144
Pegasus Partners
Wisconsin
$1.17M -$223K -23,100 -16%
TF
145
TIAA FSB
Florida
$1.15M +$1.14M +118,170 New
AIM
146
AMI Investment Management
Indiana
$1.11M +$50.4K +5,220 +5%
AC
147
Addison Capital
Pennsylvania
$1.1M +$265K +27,408 +32%
AA
148
Advisory Alpha
Michigan
$1.09M +$183K +18,996 +21%
BWP
149
BSW Wealth Partners
Colorado
$1.08M -$124K -12,846 -10%
WPIC
150
White Pine Investment Company
Michigan
$1.08M +$87.3K +9,042 +9%