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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
151
Financial Management Professionals
Texas
$442K -$2.42M -291,732 -85%
VCP
152
Vista Capital Partners
Oregon
$438K +$39.4K +4,746 +10%
MFS
153
MSI Financial Services
Massachusetts
$436K -$16.7K -2,010 -4%
SHWM
154
Smith & Howard Wealth Management
Georgia
$429K -$30.5K -3,672 -7%
SSI
155
Scott & Selber Inc
Texas
$428K +$424K +51,090 New
JMPWA
156
JP Morgan Private Wealth Advisors
California
$426K -$151K -18,210 -26%
NDSI
157
Newman Dignan & Sheerar Inc
Rhode Island
$410K -$149 -18 -0%
ACM
158
Armbruster Capital Management
New York
$401K +$896 +108 +0.2%
CWM
159
Cabot Wealth Management
Massachusetts
$380K -$207K -24,954 -36%
CA
160
Cetera Advisors
Colorado
$376K +$136K +16,428 +58%
JIC
161
Johnson Investment Counsel
Ohio
$357K +$354K +42,636 New
Creative Planning
162
Creative Planning
Kansas
$346K +$61.8K +7,446 +22%
FIM
163
Frontier Investment Management
Texas
$345K +$155K +18,708 +43%
OCM
164
One Capital Management
California
$337K +$647 +78 +0.2%
AllianceBernstein
165
AllianceBernstein
Tennessee
$337K +$334K +40,206 New
AC
166
Addison Capital
Pennsylvania
$332K +$86.6K +10,428 +36%
CIC
167
Carnegie Investment Counsel
Ohio
$332K +$317K +38,202 New
Citigroup
168
Citigroup
New York
$321K +$1.29K +156 +0.4%
SLA
169
Silver Lake Advisory
Utah
$306K +$303K +36,510 New
LI
170
LVZ Inc
Michigan
$305K +$302K +36,336 New
CNFG
171
Creegan & Nassoura Financial Group
New Hampshire
$304K
CA
172
Callahan Advisors
Texas
$297K -$10.4K -1,254 -3%
AFWA
173
Ancora Family Wealth Advisors
Ohio
$295K +$14.1K +1,698 +5%
SGAM
174
Steinberg Global Asset Management
Florida
$293K -$41.4K -4,986 -12%
TCM
175
Twele Capital Management
Minnesota
$293K +$31.5K +3,798 +12%