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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$709K +$332K +34,422 +90%
DPI
177
Diversified Portfolios Inc
Michigan
$703K +$7.13K +738 +1%
MWP
178
MYCIO Wealth Partners
Pennsylvania
$687K +$22.1K +2,286 +3%
SCM
179
SOL Capital Management
Maryland
$671K +$46.9K +4,860 +8%
PA
180
Pinnacle Associates
New York
$663K -$6.26K -648 -0.9%
RCA
181
Rowland Carmichael Advisors
Arizona
$661K +$165K +17,118 +34%
PIM
182
Penobscot Investment Management
Massachusetts
$651K +$50.4K +5,214 +8%
VCM
183
Vigilant Capital Management
Maine
$645K -$80.5K -8,340 -11%
WCM
184
Weik Capital Management
Pennsylvania
$645K -$60.8K -6,300 -9%
JIC
185
Johnson Investment Counsel
Ohio
$642K +$48.2K +4,992 +8%
FWM
186
Frontier Wealth Management
Missouri
$642K +$188K +19,416 +42%
VCP
187
Vista Capital Partners
Oregon
$634K +$18.9K +1,962 +3%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$632K
ZIC
189
ZWJ Investment Counsel
Georgia
$626K -$116K -12,012 -16%
PFA
190
Pure Financial Advisors
California
$622K +$98.3K +10,182 +19%
BWA
191
BlueSky Wealth Advisors
North Carolina
$606K +$5.62K +582 +0.9%
Millennium Management
192
Millennium Management
New York
$601K -$537K -55,590 -47%
CWM
193
Cranbrook Wealth Management
Michigan
$598K
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$596K +$182K +18,840 +44%
SWM
195
Segment Wealth Management
Texas
$587K +$63.7K +6,600 +12%
William Blair & Company
196
William Blair & Company
Illinois
$556K +$551K +57,078 New
CG
197
Colony Group
Massachusetts
$553K +$548K +56,790 New
BPM
198
Bowling Portfolio Management
Ohio
$550K +$79.3K +8,214 +17%
RWM
199
RKL Wealth Management
Pennsylvania
$548K -$35.8K -3,708 -6%
OCM
200
One Capital Management
California
$508K +$58K +6,006 +13%