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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
201
Bogart Wealth LLC
Virginia
$2.44M +$210K +17,748 +9%
BL
202
Balentine LLC
Georgia
$2.42M
PCMC
203
Private Capital Management (Colorado)
Colorado
$2.4M -$114K -9,660 -5%
SA
204
SRH Advisors
Kansas
$2.38M +$75.1K +6,354 +3%
HCMT
205
Highland Capital Management (Tennessee)
Tennessee
$2.35M -$18.4K -1,560 -0.8%
VC
206
Voit & Company
Wisconsin
$2.35M +$96.2K +8,142 +4%
Goldman Sachs
207
Goldman Sachs
New York
$2.3M
DWM
208
Destination Wealth Management
California
$2.26M -$32.6K -2,760 -1%
LBC
209
Lowe Brockenbrough & Co
Virginia
$2.26M +$371K +31,404 +20%
VA
210
Valmark Advisers
Ohio
$2.25M +$53K +4,488 +2%
BJL
211
Brighton Jones LLC
Washington
$2.22M +$23.6K +1,998 +1%
PP
212
PagnatoKarp Partners
Virginia
$2.22M +$12.2K +1,032 +0.6%
JIC
213
Johnson Investment Counsel
Ohio
$2.18M +$106K +9,000 +5%
RW
214
REDW Wealth
New Mexico
$2.08M +$125K +10,596 +6%
VCP
215
Vista Capital Partners
Oregon
$2.07M -$35.4K -2,994 -2%
BIA
216
BHK Investment Advisors
Alabama
$2.05M
Fidelity Investments
217
Fidelity Investments
Massachusetts
$2.04M +$565K +47,784 +38%
RJA
218
Raymond James & Associates
Florida
$2.03M +$51.8K +4,386 +3%
MIAN
219
Mariner Independent Advisor Network
Kansas
$1.99M -$998K -84,504 -33%
MWM
220
MinichMacGregor Wealth Management
New York
$1.95M -$1.39M -117,912 -42%
SWRP
221
Summit Wealth & Retirement Planning
California
$1.95M -$936K -79,218 -33%
LPIC
222
LeJeune Puetz Investment Counsel
Michigan
$1.94M +$45.3K +3,834 +2%
CC
223
Callan Capital
California
$1.87M -$27.8K -2,352 -1%
MWM
224
Merriman Wealth Management
Washington
$1.86M +$71 +6 +0%
PA
225
Parallel Advisors
California
$1.85M +$348K +29,430 +23%