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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
151
Carnegie Investment Counsel
Ohio
$222K +$5.13K +600 +2%
KAM
152
Keeley Asset Management
Illinois
$219K +$1.18K +138 +0.5%
AMIM
153
Aull & Monroe Investment Management
Alabama
$215K +$215K +25,182 New
CTA
154
Chesley Taft & Associates
Illinois
$214K +$218K +25,560 New
WA
155
Wealth Architects
California
$212K +$1.08K +126 +0.5%
RIM
156
Regent Investment Management
Kentucky
$211K -$13.6K -1,590 -6%
IC
157
InterOcean Capital
Illinois
$206K +$210K +24,630 New
BWA
158
Burt Wealth Advisors
Maryland
$179K +$8.51K +996 +5%
JFA
159
JNBA Financial Advisors
Minnesota
$156K
SEIA
160
Signature Estate & Investment Advisors
California
$156K +$159K +18,582 New
TWA
161
TCI Wealth Advisors
Arizona
$139K +$461 +54 +0.3%
PAI
162
Pittenger & Anderson Inc
Nebraska
$134K
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$101K +$103K +12,090 New
BCM
164
Blume Capital Management
California
$100K
S
165
SignatureFD
Georgia
$99K +$513 +60 +0.5%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$90K
KT
167
Kanaly Trust
Texas
$86K
PIA
168
Peachtree Investment Advisors
Georgia
$80K +$7.69K +900 +10%
IWMPD
169
Integrated Wealth Management (Palm Desert)
California
$77K +$359 +42 +0.5%
AWM
170
AllSquare Wealth Management
New York
$60K -$7.64K -894 -11%
US Bancorp
171
US Bancorp
Minnesota
$53K
BAM
172
Barrett Asset Management
New York
$51K
TIM
173
Tortoise Investment Management
New York
$48K
SEI Investments
174
SEI Investments
Pennsylvania
$46K -$32.6K -3,816 -41%
SHJ
175
Sharkey, Howes & Javer
Colorado
$45K