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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$62K – – –
PIA
152
Peachtree Investment Advisors
Georgia
$59K +$8.26K +1,020 +17%
US Bancorp
153
US Bancorp
Minnesota
$53K -$23.3K -2,874 -31%
LWM
154
LBA Wealth Management
Florida
$51K +$194 +24 +0.4%
BAM
155
Barrett Asset Management
New York
$51K +$4.86K +600 +11%
RC
156
RegentAtlantic Capital
New Jersey
$50.2K +$48.6K +6,000 New
TIM
157
Tortoise Investment Management
New York
$48K -$40.1K -4,950 -46%
MCM
158
MV Capital Management
Maryland
$40K +$38.5K +4,758 New
WA
159
WFG Advisors
Texas
$32K – – –
MWP
160
MYCIO Wealth Partners
Pennsylvania
$32K +$14.6K +1,806 +86%
CPIG
161
Chicago Partners Investment Group
Illinois
$27K +$26.6K +3,288 New
CFA
162
Camarda Financial Advisors
Florida
$23K +$22.1K +2,730 New
MCM
163
Manchester Capital Management
Vermont
$20K – – –
VIA
164
Vantage Investment Advisors
Pennsylvania
$20K +$19.4K +2,400 New
WAM
165
Wallington Asset Management
Indiana
$16K – – –
PO
166
Private Ocean
California
$16K +$49 +6 +0.3%
GI
167
Gradient Investments
Minnesota
$13K -$1.94K -240 -13%
CDIA
168
Capital Directions Investment Advisors
Georgia
$11K – – –
NPC
169
National Planning Corporation
California
$10.8K +$10.7K +1,320 New
CCS
170
Crosspoint Capital Strategies
California
$10K +$49 +6 +0.5%
WT
171
Whittier Trust
California
$10K +$9.77K +1,206 New
RWM
172
Raffa Wealth Management
District of Columbia
$9.64K – – –
TCM
173
Tradewinds Capital Management
Washington
$9K -$826 -102 -8%
FANJ
174
Financial Architects (New Jersey)
New Jersey
$9K – – –
SIG
175
Stanford Investment Group
California
$9K +$8.75K +1,080 New