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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AllSquare Wealth Management
New York
$58K – – –
AFP
202
Ausdal Financial Partners
Iowa
$55K +$55.3K +6,708 New
BAM
203
Barrett Asset Management
New York
$50K – – –
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$50K +$50.9K +6,168 New
BCM
205
Blume Capital Management
California
$49K -$1.44K -174 -3%
TIM
206
Tortoise Investment Management
New York
$47K – – –
KKAMG
207
Kernodle & Katon Asset Management Group
Arkansas
$43K +$43K +5,214 New
JFA
208
JNBA Financial Advisors
Minnesota
$40K – – –
MCM
209
MV Capital Management
Maryland
$39K – – –
SSB
210
Sandy Spring Bank
Maryland
$39K – – –
EWM
211
Edge Wealth Management
New York
$36K – – –
WP
212
WealthPLAN Partners
Nebraska
$28.7K +$86.8K +10,530 New
CPIG
213
Chicago Partners Investment Group
Illinois
$28K +$1.83K +222 +7%
DOA
214
D'Orazio & Associates
Virginia
$28K +$28.5K +3,450 New
US Bancorp
215
US Bancorp
Minnesota
$25K – – –
PO
216
Private Ocean
California
$23K +$940 +114 +4%
VIA
217
Vantage Investment Advisors
Pennsylvania
$21K – – –
CA
218
CapWealth Advisors
Tennessee
$20K – – –
TCM
219
Tradewinds Capital Management
Washington
$20K +$99 +12 +0.5%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$15K -$309K -37,428 -95%
GWS
221
Glassman Wealth Services
Virginia
$13K +$13.3K +1,608 New
RWM
222
Raffa Wealth Management
District of Columbia
$12.8K +$99 +12 +0.8%
CDIA
223
Capital Directions Investment Advisors
Georgia
$11K – – –
CGH
224
Cleary Gull Holdings
Wisconsin
$10K – – –
ASN
225
Advisory Services Network
Georgia
$10K +$8.91K +1,080 +643%