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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
151
Steel Grove Capital Advisors
Tennessee
$1.12M -$373K -37,596 -25%
AC
152
Addison Capital
Pennsylvania
$1.12M -$29.4K -2,964 -3%
LCM
153
Liberty Capital Management
Michigan
$1.1M +$805K +81,108 +324%
FWP
154
FAS Wealth Partners
Kansas
$1.05M +$90.5K +9,120 +10%
ASN
155
Advisory Services Network
Georgia
$1.04M +$657K +66,234 +183%
AA
156
Ancora Advisors
Ohio
$1.03M +$27.5K +2,766 +3%
HCA
157
Horan Capital Advisors
Ohio
$1.03M +$140K +14,154 +16%
BSW
158
Buckingham Strategic Wealth
Missouri
$1.02M -$37.2K -3,744 -4%
PFC
159
Phocas Financial Corp
California
$1M – – –
MWAC
160
Mariner Wealth Advisors (Cincinnati)
Ohio
$976K +$9.65K +972 +1%
NCM
161
Novare Capital Management
North Carolina
$962K -$29.4K -2,958 -3%
DP
162
Denver PWM
Colorado
$959K +$913K +91,980 New
GIP
163
Granite Investment Partners
California
$951K +$35.7K +3,600 +4%
SIAS
164
Shine Investment Advisory Services
Colorado
$945K -$77.1K -7,770 -8%
LIM
165
Leavell Investment Management
Alabama
$944K +$39.2K +3,948 +4%
Millennium Management
166
Millennium Management
New York
$942K +$308K +31,044 +50%
BWL
167
Bogart Wealth LLC
Virginia
$926K +$121K +12,156 +16%
ODCM
168
Old Dominion Capital Management
Virginia
$909K +$105K +10,608 +13%
TYCC
169
Texas Yale Capital Corp
Florida
$908K -$2.98K -300 -0.3%
V
170
Veritable
Delaware
$896K +$655 +66 +0.1%
AF
171
Allworth Financial
California
$891K -$91.3K -9,198 -9%
CA
172
Cambridge Advisors
Nebraska
$887K +$16.9K +1,704 +2%
BAM
173
Belpointe Asset Management
Nevada
$867K +$847K +85,362 New
SA
174
SRH Advisors
Kansas
$846K +$66.3K +6,684 +9%
FF
175
Friedenthal Financial
New Jersey
$844K -$14.2K -1,434 -2%