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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$80K +$52.6K +6,762 +225%
S
202
SignatureFD
Georgia
$76K +$6.43K +828 +10%
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$69K +$17K +2,184 +35%
APSP
204
Asset Planning Services (Pennsylvania)
Pennsylvania
$64K +$280 +36 +0.5%
JIC
205
Joel Isaacson & Co
New York
$63K
AWM
206
AllSquare Wealth Management
New York
$62K +$3.68K +474 +7%
BAM
207
Barrett Asset Management
New York
$50K
ST
208
Smithfield Trust
Pennsylvania
$49K -$46.6K -6,000 -50%
BCM
209
Blume Capital Management
California
$49K
TIM
210
Tortoise Investment Management
New York
$47K
KKAMG
211
Kernodle & Katon Asset Management Group
Arkansas
$43K
MCM
212
MV Capital Management
Maryland
$39K
SSB
213
Sandy Spring Bank
Maryland
$39K
EWM
214
Edge Wealth Management
New York
$34K -$2.1K -270 -6%
CPIG
215
Chicago Partners Investment Group
Illinois
$30K +$1.49K +192 +6%
ZB
216
Zions Bancorporation
Utah
$27K +$25.5K +3,276 New
PO
217
Private Ocean
California
$23K +$326 +42 +2%
TCM
218
Tradewinds Capital Management
Washington
$22K +$2.56K +330 +14%
VIA
219
Vantage Investment Advisors
Pennsylvania
$21K
CA
220
CapWealth Advisors
Tennessee
$20K
BC
221
Barnett & Company
Tennessee
$15K +$13.9K +1,794 New
WCM
222
Wealthcare Capital Management
Virginia
$13K -$136K -17,502 -91%
GWS
223
Glassman Wealth Services
Virginia
$13K
SEI Investments
224
SEI Investments
Pennsylvania
$12K +$11.6K +1,488 New
RWM
225
Raffa Wealth Management
District of Columbia
$10.9K -$1.96K -252 -16%