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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Atria Investments
North Carolina
$2.48M -$12.7M -1,165,662 -84%
LJAC
177
L.J. Altfest & Co
New York
$2.44M +$295K +26,976 +14%
PMG
178
ProVise Management Group
Florida
$2.43M +$170K +15,570 +8%
KIA
179
KCM Investment Advisors
California
$2.42M +$590 +54 +0%
Ameriprise
180
Ameriprise
Minnesota
$2.4M +$717K +65,634 +45%
EVM
181
Eaton Vance Management
Massachusetts
$2.39M -$198K -18,144 -8%
PCMC
182
Private Capital Management (Colorado)
Colorado
$2.38M -$8.06K -738 -0.4%
CMBA
183
C.M. Bidwell & Associates
Hawaii
$2.37M -$32.8K -3,000 -1%
MFGP
184
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.34M +$302K +27,654 +15%
DWM
185
Destination Wealth Management
California
$2.33M -$521K -47,706 -19%
KF
186
Krilogy Financial
Missouri
$2.32M +$52.9K +4,842 +2%
BL
187
Balentine LLC
Georgia
$2.31M – – –
HCMT
188
Highland Capital Management (Tennessee)
Tennessee
$2.31M +$852 +78 +0%
SSWM
189
Sheets Smith Wealth Management
North Carolina
$2.21M +$65.3K +5,976 +3%
VC
190
Voit & Company
Wisconsin
$2.17M -$321K -29,424 -13%
BWL
191
Bogart Wealth LLC
Virginia
$2.14M +$46.3K +4,236 +2%
LIM
192
Leavell Investment Management
Alabama
$2.14M +$238K +21,762 +13%
VCAM
193
Van Cleef Asset Management
Ohio
$2.12M -$1.96M -179,940 -49%
PP
194
PagnatoKarp Partners
Virginia
$2.12M +$1.77K +162 +0.1%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$2.1M +$2.02M +184,836 New
VCP
196
Vista Capital Partners
Oregon
$2.07M -$4.48M -410,196 -69%
VA
197
Valmark Advisers
Ohio
$2.06M +$306K +28,056 +18%
BJL
198
Brighton Jones LLC
Washington
$2.06M +$99.7K +9,132 +5%
NGA
199
Naples Global Advisors
Florida
$2.04M +$119K +10,860 +6%
TYCC
200
Texas Yale Capital Corp
Florida
$2.03M +$977K +89,514 +100%