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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Concert Wealth Management
California
$1.68M -$1.42M -142,770 -46%
KF
127
Krilogy Financial
Missouri
$1.56M +$10.4K +1,050 +0.7%
AIM
128
AMI Investment Management
Indiana
$1.55M +$380K +38,280 +33%
YMRC
129
Yorktown Management & Research Company
Virginia
$1.52M -$1.49M -150,000 -50%
NGA
130
Naples Global Advisors
Florida
$1.49M +$23.8K +2,400 +2%
SMC
131
Smith, Moore & Co
Missouri
$1.48M -$9.05K -912 -0.6%
WF
132
WealthTrust Fairport
Ohio
$1.42M +$36.6K +3,684 +3%
MIAN
133
Mariner Independent Advisor Network
Kansas
$1.41M -$14.9K -1,500 -1%
OIA
134
OneDigital Investment Advisors
Kansas
$1.38M -$194K -19,596 -13%
SCA
135
STALEY CAPITAL ADVISERS
Pennsylvania
$1.32M -$65.5K -6,600 -5%
SSWM
136
Sheets Smith Wealth Management
North Carolina
$1.32M -$15K -1,512 -1%
WCM
137
Weik Capital Management
Pennsylvania
$1.32M +$637K +64,170 +97%
AMG
138
Asset Management Group
Connecticut
$1.32M +$90.5K +9,114 +8%
GAM
139
Garrison Asset Management
Arkansas
$1.32M +$2.86K +288 +0.2%
BJL
140
Brighton Jones LLC
Washington
$1.31M +$13.2K +1,326 +1%
Ameriprise
141
Ameriprise
Minnesota
$1.3M -$38.6K -3,888 -3%
EA
142
Edge Advisors
Georgia
$1.27M +$5.12K +516 +0.4%
WPIC
143
White Pine Investment Company
Michigan
$1.26M +$135K +13,590 +12%
AA
144
Advisory Alpha
Michigan
$1.24M +$91.5K +9,216 +8%
LPIC
145
LeJeune Puetz Investment Counsel
Michigan
$1.23M +$2.2K +222 +0.2%
TF
146
TIAA FSB
Florida
$1.23M +$31.7K +3,192 +3%
PP
147
Pegasus Partners
Wisconsin
$1.23M +$9.95K +1,002 +0.8%
BWP
148
BSW Wealth Partners
Colorado
$1.16M +$31K +3,120 +3%
CFA
149
Capstone Financial Advisors
Illinois
$1.14M +$12.6K +1,272 +1%
HSA
150
HBK Sorce Advisory
Pennsylvania
$1.13M +$650K +65,538 +143%