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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
201
Bigelow Investment Advisors
Maine
$981K +$957K +91,224 New
LIM
202
Leavell Investment Management
Alabama
$970K -$30.1K -2,868 -3%
TYCC
203
Texas Yale Capital Corp
Florida
$962K
CWS
204
Cypress Wealth Services
California
$956K +$932K +88,908 New
V
205
Veritable
Delaware
$950K +$252 +24 +0%
BPM
206
Bowling Portfolio Management
Ohio
$949K +$103K +9,864 +13%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$916K +$124K +11,856 +16%
Vanguard Capital Wealth Advisors
208
Vanguard Capital Wealth Advisors
Colorado
$907K +$884K +84,330 New
DP
209
Denver PWM
Colorado
$902K -$98.5K -9,390 -10%
JIC
210
Johnson Investment Counsel
Ohio
$892K +$186K +17,778 +27%
TW
211
Transform Wealth
Colorado
$889K +$31.8K +3,030 +4%
MA
212
Mutual Advisors
Nebraska
$886K +$864K +82,380 New
FF
213
Friedenthal Financial
New Jersey
$884K -$10.5K -1,002 -1%
ASN
214
Advisory Services Network
Georgia
$869K -$228K -21,714 -21%
PA
215
PFG Advisors
Arizona
$869K +$847K +80,766 New
IF
216
Ironwood Financial
Arizona
$864K -$25.2K -2,406 -3%
VCM
217
Versant Capital Management
Arizona
$838K +$814K +77,664 +24,423%
SCM
218
SOL Capital Management
Maryland
$832K +$68.6K +6,540 +9%
SIC
219
Sigma Investment Counselors
Michigan
$794K -$60.6K -5,784 -7%
GCA
220
Gradient Capital Advisors
California
$793K +$773K +73,716 New
MWP
221
MYCIO Wealth Partners
Pennsylvania
$789K -$4.28K -408 -0.6%
IA
222
IFG Advisory
Georgia
$781K +$914K +87,126 New
NHC
223
Nicholas Hoffman & Company
Georgia
$778K +$177K +16,854 +30%
DPI
224
Diversified Portfolios Inc
Michigan
$774K +$3.59K +342 +0.5%
FNBOMD
225
First National Bank of Mount Dora
Florida
$742K +$723K +69,000 New