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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
MinichMacGregor Wealth Management
New York
$2.82M -$7.28K -666 -0.3%
SAM
127
Sawgrass Asset Management
Florida
$2.77M
EVM
128
Eaton Vance Management
Massachusetts
$2.76M -$2.77M -253,344 -50%
SBL
129
Sargent Bickham Lagudis
Colorado
$2.74M +$190K +17,370 +8%
SG Americas Securities
130
SG Americas Securities
New York
$2.64M +$2.62M +239,994 New
MWP
131
MYCIO Wealth Partners
Pennsylvania
$2.62M +$1.78M +163,182 +217%
RJA
132
Raymond James & Associates
Florida
$2.51M +$180K +16,464 +8%
JWA
133
JFS Wealth Advisors
Pennsylvania
$2.5M -$26.8K -2,454 -1%
DWM
134
Destination Wealth Management
California
$2.43M -$4.91M -449,334 -67%
KIA
135
KCM Investment Advisors
California
$2.43M -$417K -38,100 -15%
CWM
136
Chesapeake Wealth Management
Virginia
$2.4M -$115K -10,482 -5%
IA
137
IndexIQ Advisors
New York
$2.38M -$2.67M -244,314 -53%
SS
138
Simplicity Solutions
Minnesota
$2.27M +$2.05M +187,734 +989%
VNA
139
Valley National Advisers
Pennsylvania
$2.25M +$92.8K +8,490 +4%
GAM
140
Garrison Asset Management
Arkansas
$2.2M +$5.58K +510 +0.3%
CMBA
141
C.M. Bidwell & Associates
Hawaii
$2.19M -$11.5K -1,050 -0.5%
HCMT
142
Highland Capital Management (Tennessee)
Tennessee
$2.17M +$11.8K +1,080 +0.5%
CC
143
Callan Capital
California
$2.14M -$192K -17,520 -8%
LJAC
144
L.J. Altfest & Co
New York
$2.11M +$504K +46,098 +32%
PP
145
PagnatoKarp Partners
Virginia
$2.05M +$387K +35,394 +23%
OIA
146
OneDigital Investment Advisors
Kansas
$2.03M -$7.3M -667,440 -78%
LRPA
147
L. Roy Papp & Associates
Arizona
$1.98M -$733K -67,050 -27%
AA
148
Apriem Advisors
California
$1.94M -$322K -29,460 -14%
JMPWA
149
JP Morgan Private Wealth Advisors
California
$1.93M -$22.2K -2,034 -1%
BCM
150
Breiter Capital Management
Florida
$1.9M -$1.1M -100,800 -37%