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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Pinnacle Associates
New York
$654K -$11.4K -1,212 -2%
MWP
177
MYCIO Wealth Partners
Pennsylvania
$649K +$1.35K +144 +0.2%
KWM
178
Kingsview Wealth Management
Oregon
$637K +$629K +67,002 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$617K -$41.3K -4,398 -6%
SCM
180
SOL Capital Management
Maryland
$609K +$33.9K +3,618 +6%
LIM
181
Leavell Investment Management
Alabama
$607K +$50.6K +5,394 +9%
VCP
182
Vista Capital Partners
Oregon
$600K +$29.7K +3,162 +5%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$590K +$582K +61,992 New
BWA
184
BlueSky Wealth Advisors
North Carolina
$586K -$12.2K -1,302 -2%
PIM
185
Penobscot Investment Management
Massachusetts
$586K +$344K +36,714 +148%
CWM
186
Cranbrook Wealth Management
Michigan
$583K +$359K +38,298 +166%
JIC
187
Johnson Investment Counsel
Ohio
$579K +$44.5K +4,740 +8%
RWM
188
RKL Wealth Management
Pennsylvania
$570K -$178K -18,966 -24%
RC
189
RegentAtlantic Capital
New Jersey
$547K -$248K -26,448 -31%
SHJ
190
Sharkey, Howes & Javer
Colorado
$543K -$36.2K -3,864 -6%
PFA
191
Pure Financial Advisors
California
$510K +$503K +53,604 New
SWM
192
Segment Wealth Management
Texas
$510K +$503K +53,646 New
AIP
193
Almanack Investment Partners
Pennsylvania
$504K +$497K +53,004 New
SWP
194
Stratos Wealth Partners
Ohio
$483K +$477K +50,796 New
RCA
195
Rowland Carmichael Advisors
Arizona
$482K -$96.9K -10,332 -17%
PFA
196
Pinnacle Family Advisors
Missouri
$474K +$8.11K +864 +2%
BPM
197
Bowling Portfolio Management
Ohio
$458K +$63.3K +6,750 +16%
ACM
198
Armbruster Capital Management
New York
$452K -$3.66K -390 -0.8%
FWM
199
Frontier Wealth Management
Missouri
$442K -$3.04K -324 -0.7%
OCM
200
One Capital Management
California
$438K -$5.57K -594 -1%