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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
201
Ameriprise
Minnesota
$903K -$123K -11,226 -12%
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$896K -$131K -11,880 -12%
PA
203
PFG Advisors
Arizona
$882K +$24.2K +2,202 +3%
NCM
204
Northwest Capital Management
Oregon
$881K -$113K -10,308 -11%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$881K -$21.6K -1,962 -2%
DP
206
Denver PWM
Colorado
$859K -$53.1K -4,836 -6%
FF
207
Friedenthal Financial
New Jersey
$852K -$22.1K -2,016 -2%
VCM
208
Versant Capital Management
Arizona
$829K +$461 +42 +0.1%
SCM
209
SOL Capital Management
Maryland
$823K +$659 +60 +0.1%
F
210
F3Logic
Minnesota
$808K +$838K +76,260 New
MWP
211
MYCIO Wealth Partners
Pennsylvania
$799K +$26.1K +2,376 +3%
KWM
212
Kingsview Wealth Management
Oregon
$790K +$102K +9,288 +14%
CAM
213
Carret Asset Management
New York
$789K +$251K +22,812 +44%
EWA
214
EP Wealth Advisors
California
$780K +$807K +73,410 New
RW
215
REDW Wealth
New Mexico
$776K +$273K +24,852 +52%
NHC
216
Nicholas Hoffman & Company
Georgia
$770K +$923 +84 +0.1%
ASN
217
Advisory Services Network
Georgia
$766K -$96.2K -8,760 -11%
DPI
218
Diversified Portfolios Inc
Michigan
$766K +$659 +60 +0.1%
FWP
219
FAS Wealth Partners
Kansas
$758K -$359K -32,652 -31%
CFA
220
Cahill Financial Advisors
Minnesota
$752K +$21K +1,908 +3%
GCA
221
Gradient Capital Advisors
California
$744K -$40.8K -3,714 -5%
PWM
222
Perigon Wealth Management
California
$742K +$261K +23,766 +52%
FNBOMD
223
First National Bank of Mount Dora
Florida
$734K – – –
PA
224
Pinnacle Associates
New York
$728K +$31K +2,820 +4%
SIC
225
Sigma Investment Counselors
Michigan
$726K -$60.8K -5,532 -7%