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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
Trellis Advisors
Washington
$2.47M +$2.4M +229,320 New
EVM
127
Eaton Vance Management
Massachusetts
$2.45M +$29.9K +2,856 +1%
CC
128
Callan Capital
California
$2.37M +$125K +11,922 +6%
IFWM
129
Institute for Wealth Management
Colorado
$2.35M +$2.3M +218,904 New
RJA
130
Raymond James & Associates
Florida
$2.34M +$386K +36,792 +20%
SG Americas Securities
131
SG Americas Securities
New York
$2.33M -$1.24M -118,686 -35%
AF
132
Advisornet Financial
Minnesota
$2.25M +$2.2M +209,580 New
CMBA
133
C.M. Bidwell & Associates
Hawaii
$2.22M +$2.16M +206,220 New
BL
134
BCWM LLC
Kansas
$2.18M -$140K -13,308 -6%
PP
135
PagnatoKarp Partners
Virginia
$2.12M -$701K -66,882 -25%
DBRC
136
D.B. Root & Company
Pennsylvania
$2.11M +$2.06M +196,518 New
RJFSA
137
Raymond James Financial Services Advisors
Florida
$2.1M -$161K -15,348 -7%
KIA
138
KCM Investment Advisors
California
$2.08M -$18K -1,716 -0.9%
APA
139
American Portfolios Advisors
New York
$2.05M +$2M +190,818 New
HCMT
140
Highland Capital Management (Tennessee)
Tennessee
$2.05M +$68.6K +6,540 +4%
VNA
141
Valley National Advisers
Pennsylvania
$1.99M +$8.93K +852 +0.5%
JWA
142
JFS Wealth Advisors
Pennsylvania
$1.93M +$80.7K +7,692 +4%
CFMC
143
Curbstone Financial Management Corp
New Hampshire
$1.91M -$1.61M -153,660 -46%
JMPWA
144
JP Morgan Private Wealth Advisors
California
$1.9M -$162K -15,450 -8%
PMG
145
ProVise Management Group
Florida
$1.8M -$11.3K -1,074 -0.6%
HSA
146
HBK Sorce Advisory
Pennsylvania
$1.8M +$590K +56,238 +50%
AIM
147
AMI Investment Management
Indiana
$1.76M +$113K +10,746 +7%
AG
148
Advisor Group
Arizona
$1.75M -$2.27M -216,630 -57%
GAM
149
Garrison Asset Management
Arkansas
$1.72M +$318K +30,330 +23%
KF
150
Krilogy Financial
Missouri
$1.72M +$61.5K +5,868 +4%