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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
201
Raffa Wealth Management
District of Columbia
$12.1K +$49 +6 +0.4%
CDIA
202
Capital Directions Investment Advisors
Georgia
$10K – – –
WT
203
Whittier Trust
California
$9K +$49 +6 +0.5%
CGH
204
Cleary Gull Holdings
Wisconsin
$9K +$9.81K +1,194 +19,900%
SIG
205
Stanford Investment Group
California
$8K +$49 +6 +0.5%
CCS
206
Crosspoint Capital Strategies
California
$7K – – –
MWP
207
MYCIO Wealth Partners
Pennsylvania
$7K +$49 +6 +0.7%
EMA
208
Efficient Market Advisors
California
$6K – – –
HR
209
Howe & Rusling
New York
$6K +$690 +84 +13%
ARMC
210
American Research & Management Company
Massachusetts
$5K – – –
SFPM
211
Sensible Financial Planning & Management
Massachusetts
$4K – – –
RIA
212
Regal Investment Advisors
Michigan
$2K – – –
LYV
213
Live Your Vision
Pennsylvania
$2K +$2.12K +258 New
KCPG
214
Kavar Capital Partners Group
Kansas
$1K – – –
NFG
215
Next Financial Group
Texas
$1K – – –
SSG
216
Summit Securities Group
New York
$1K +$542 +66 New
ASN
217
Advisory Services Network
Georgia
$1K +$1.38K +168 New
ACM
218
Avalon Capital Management
California
– -$2.14M -255,870 Closed
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
– -$1.49M -181,356 Closed
ECML
220
Eagle Capital Management (Louisiana)
Louisiana
– -$628K -75,036 Closed
BC
221
Barnett & Company
Tennessee
– -$437K -52,146 Closed
CA
222
Callahan Advisors
Texas
– -$428K -51,108 Closed
NIC
223
Northwest Investment Counselors
Oregon
– -$417K -49,758 Closed
AMIM
224
Aull & Monroe Investment Management
Alabama
– -$215K -25,182 Closed
RIM
225
Regent Investment Management
Kentucky
– -$211K -25,176 Closed