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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
201
Ausdal Financial Partners
Iowa
$55K +$55.3K +6,708 New
BAM
202
Barrett Asset Management
New York
$50K
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$50K +$50.9K +6,168 New
BCM
204
Blume Capital Management
California
$49K -$1.44K -174 -3%
TIM
205
Tortoise Investment Management
New York
$47K
KKAMG
206
Kernodle & Katon Asset Management Group
Arkansas
$43K +$43K +5,214 New
JFA
207
JNBA Financial Advisors
Minnesota
$40K
MCM
208
MV Capital Management
Maryland
$39K
SSB
209
Sandy Spring Bank
Maryland
$39K
EWM
210
Edge Wealth Management
New York
$36K
WP
211
WealthPLAN Partners
Nebraska
$28.7K +$86.8K +10,530 New
CPIG
212
Chicago Partners Investment Group
Illinois
$28K +$1.83K +222 +7%
DOA
213
D'Orazio & Associates
Virginia
$28K +$28.5K +3,450 New
US Bancorp
214
US Bancorp
Minnesota
$25K
PO
215
Private Ocean
California
$23K +$940 +114 +4%
VIA
216
Vantage Investment Advisors
Pennsylvania
$21K
CA
217
CapWealth Advisors
Tennessee
$20K
TCM
218
Tradewinds Capital Management
Washington
$20K +$99 +12 +0.5%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$15K -$309K -37,428 -95%
GWS
220
Glassman Wealth Services
Virginia
$13K +$13.3K +1,608 New
RWM
221
Raffa Wealth Management
District of Columbia
$12.8K +$99 +12 +0.8%
CDIA
222
Capital Directions Investment Advisors
Georgia
$11K
CGH
223
Cleary Gull Holdings
Wisconsin
$10K
ASN
224
Advisory Services Network
Georgia
$10K +$8.91K +1,080 +643%
FIB
225
First Interstate Bank
Montana
$10K +$9.9K +1,200 New