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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
201
Fidelity Investments
Massachusetts
$220K +$220K +25,380 New
SWM
202
Stockman Wealth Management
Montana
$218K -$10.4K -1,194 -5%
AMIM
203
Aull & Monroe Investment Management
Alabama
$217K
IC
204
InterOcean Capital
Illinois
$215K
BRWA
205
B. Riley Wealth Advisors
Florida
$213K -$1.82K -210 -0.9%
SI
206
SII Investments
Wisconsin
$213K +$211K +24,330 New
MPM
207
Meritage Portfolio Management
Kansas
$212K -$74.2K -8,550 -26%
LWMT
208
Legacy Wealth Management (Tennessee)
Tennessee
$211K +$210K +24,156 New
CTA
209
Chesley Taft & Associates
Illinois
$211K +$210K +24,210 New
PWM
210
Perigon Wealth Management
California
$209K +$17.7K +2,034 +9%
CCP
211
Clarkston Capital Partners
Michigan
$209K +$208K +23,994 New
CAM
212
Carret Asset Management
New York
$206K +$205K +23,640 New
AWMG
213
Alliance Wealth Management Group
New Jersey
$204K -$40.6K -4,674 -17%
BAM
214
Berkshire Asset Management
Pennsylvania
$202K +$201K +23,190 New
BWA
215
Burt Wealth Advisors
Maryland
$184K +$729 +84 +0.4%
DADC
216
D.A. Davidson & Co
Montana
$177K +$177K +20,400 New
SEIA
217
Signature Estate & Investment Advisors
California
$164K +$573 +66 +0.4%
TWA
218
TCI Wealth Advisors
Arizona
$156K -$5.31K -612 -3%
GBBWRPM
219
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$126K +$126K +14,496 New
MA
220
MUFG Americas
New York
$100K
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$94K
US Bancorp
222
US Bancorp
Minnesota
$90K
KT
223
Kanaly Trust
Texas
$89K
ARMC
224
American Research & Management Company
Massachusetts
$84K +$78.1K +9,000 +1,304%
S
225
SignatureFD
Georgia
$81K +$260 +30 +0.3%