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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
SOL Capital Management
Maryland
$233K +$22.8K +2,928 +11%
CA
177
Cetera Advisors
Colorado
$233K +$221K +28,380 New
RWM
178
RKL Wealth Management
Pennsylvania
$227K +$215K +27,660 New
PWMAG
179
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$211K +27,156 New
NPPM
180
North Point Portfolio Managers
Ohio
$222K
CAG
181
Crestwood Advisors Group
Massachusetts
$214K +$202K +26,040 New
WA
182
Wealth Architects
California
$212K -$653 -84 -0.3%
SFG
183
StrategIQ Financial Group
Indiana
$211K +$199K +25,668 New
AMIM
184
Aull & Monroe Investment Management
Alabama
$208K -$4.66K -600 -2%
HSA
185
HBK Sorce Advisory
Pennsylvania
$207K -$206K -26,460 -51%
AWM
186
Avior Wealth Management
Nebraska
$203K +$192K +24,702 New
IC
187
InterOcean Capital
Illinois
$202K
BRWA
188
B. Riley Wealth Advisors
Florida
$201K -$18.7K -2,400 -9%
HF
189
Hoxton Financial
West Virginia
$195K
BWA
190
Burt Wealth Advisors
Maryland
$173K +$1.07K +138 +0.7%
PWM
191
Perigon Wealth Management
California
$170K +$151K +19,458 New
SEIA
192
Signature Estate & Investment Advisors
California
$153K +$746 +96 +0.5%
TWA
193
TCI Wealth Advisors
Arizona
$151K +$653 +84 +0.5%
MFT
194
Moisand Fitzgerald Tamayo
Florida
$133K -$14.3K -1,836 -10%
MA
195
MUFG Americas
New York
$112K +$106K +13,620 New
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$96K -$170K -21,900 -65%
ACM
197
Argentus Capital Management
Texas
$89K -$121K -15,570 -59%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$89K
KT
199
Kanaly Trust
Texas
$84K
IWMPD
200
Integrated Wealth Management (Palm Desert)
California
$84K +$2.56K +330 +3%