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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
151
Ironwood Financial
Arizona
$806K -$99.3K -11,268 -11%
SGCA
152
Steel Grove Capital Advisors
Tennessee
$795K -$46.4K -5,262 -6%
FWP
153
FAS Wealth Partners
Kansas
$795K +$54.5K +6,186 +8%
GIP
154
Granite Investment Partners
California
$763K +$731K +82,986 New
RC
155
RegentAtlantic Capital
New Jersey
$758K
VCM
156
Vigilant Capital Management
Maine
$747K -$17.2K -1,950 -2%
MWAC
157
Mariner Wealth Advisors (Cincinnati)
Ohio
$738K +$30.9K +3,504 +4%
CA
158
Cambridge Advisors
Nebraska
$727K +$9.62K +1,092 +1%
TYCC
159
Texas Yale Capital Corp
Florida
$719K
RWM
160
RKL Wealth Management
Pennsylvania
$713K +$2.38K +270 +0.3%
CFA
161
Cahill Financial Advisors
Minnesota
$711K +$133K +15,084 +24%
TW
162
Transform Wealth
Colorado
$648K +$40.9K +4,644 +7%
WI
163
WrapManager Inc
California
$647K +$631K +71,646 New
SWM
164
SVA Wealth Management
Wisconsin
$641K +$30.8K +3,492 +5%
DPI
165
Diversified Portfolios Inc
Michigan
$640K +$51.8K +5,874 +9%
LYV
166
Live Your Vision
Pennsylvania
$633K -$181K -20,514 -23%
PA
167
Pinnacle Associates
New York
$632K -$7.29K -828 -1%
SIAS
168
Shine Investment Advisory Services
Colorado
$632K +$617K +70,038 New
MPM
169
Meritage Portfolio Management
Kansas
$629K +$399K +45,330 +186%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$626K -$199K -22,578 -25%
SA
171
SRH Advisors
Kansas
$619K +$81K +9,198 +15%
APP
172
Avantax Planning Partners
Iowa
$619K +$604K +68,580 New
BWM
173
BerganKDV Wealth Management
Minnesota
$618K +$603K +68,406 New
MWP
174
MYCIO Wealth Partners
Pennsylvania
$614K +$295K +33,522 +97%
AC
175
Addison Capital
Pennsylvania
$600K +$259K +29,376 +79%