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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
176
Asset Dedication LLC
California
$2.39M +$93.5K +8,652 +4%
TRCT
177
Tower Research Capital (TRC)
New York
$2.35M +$2.17M +200,772 +588%
DPI
178
Diversified Portfolios Inc
Michigan
$2.34M +$1.76M +162,546 +226%
AIM
179
AMI Investment Management
Indiana
$2.34M -$198K -18,336 -7%
EVM
180
Eaton Vance Management
Massachusetts
$2.29M -$12.1K -1,116 -0.5%
CWM
181
Chesapeake Wealth Management
Virginia
$2.28M -$17.2K -1,590 -0.7%
AG
182
Advisor Group
Arizona
$2.22M -$198K -18,288 -8%
VC
183
Voit & Company
Wisconsin
$2.21M +$2.39M +220,956 New
RF
184
RHS Financial
California
$2.15M +$2.32M +214,968 New
KIA
185
KCM Investment Advisors
California
$2.13M -$76.8K -7,104 -3%
CMBA
186
C.M. Bidwell & Associates
Hawaii
$2.12M +$66.5K +6,150 +3%
HCA
187
Horan Capital Advisors
Ohio
$2.11M +$672K +62,136 +42%
PCMC
188
Private Capital Management (Colorado)
Colorado
$2.1M +$2.27M +210,270 New
MWM
189
Merriman Wealth Management
Washington
$2.04M +$2.18M +201,846 New
BL
190
Balentine LLC
Georgia
$2.04M +$2.21M +204,000 New
HCMT
191
Highland Capital Management (Tennessee)
Tennessee
$2.04M +$73.3K +6,780 +3%
KF
192
Krilogy Financial
Missouri
$1.99M +$454K +41,994 +27%
PMG
193
ProVise Management Group
Florida
$1.98M +$43.7K +4,044 +2%
RWM
194
RKL Wealth Management
Pennsylvania
$1.93M +$441K +40,776 +27%
LJAC
195
L.J. Altfest & Co
New York
$1.92M -$6.75K -624 -0.3%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$1.89M +$660K +61,044 +48%
PP
197
PagnatoKarp Partners
Virginia
$1.86M +$20K +1,848 +1%
BWL
198
Bogart Wealth LLC
Virginia
$1.84M +$39.9K +3,690 +2%
CC
199
Callan Capital
California
$1.79M -$38.1K -3,528 -2%
MFGP
200
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.79M +$1.93M +178,770 New