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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Perennial Advisors
New York
$388K +$6.49K +654 +2%
RI
227
Ridgewood Investments
New Jersey
$377K -$4.17K -420 -1%
LAIC
228
Lederer & Associates Investment Counsel
California
$370K +$73.1K +7,368 +25%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$367K +$12.4K +1,248 +4%
SI
230
SII Investments
Wisconsin
$367K +$15.5K +1,560 +5%
GG
231
Gofen & Glossberg
Illinois
$367K +$19.7K +1,980 +6%
GP
232
Girard Partners
Pennsylvania
$352K
AI
233
Atria Investments
North Carolina
$347K +$339K +34,164 New
MML Investors Services
234
MML Investors Services
Massachusetts
$339K -$43.5K -4,386 -12%
LBC
235
Lowe Brockenbrough & Co
Virginia
$336K +$13.4K +1,350 +4%
GWM
236
Greenwich Wealth Management
Connecticut
$335K -$29.8K -3,000 -8%
HI
237
Hendershot Investments
Virginia
$334K +$17.4K +1,752 +6%
CTA
238
Chesley Taft & Associates
Illinois
$333K +$12.5K +1,260 +4%
QCMNJ
239
Quantum Capital Management (New Jersey)
New Jersey
$330K +$1.31K +132 +0.4%
VWA
240
V Wealth Advisors
Kansas
$327K +$6.49K +654 +2%
TH
241
Timber Hill
Connecticut
$326K -$42K -4,230 -12%
AWS
242
AJ Wealth Strategies
New York
$326K
BAM
243
Berkshire Asset Management
Pennsylvania
$323K +$44.7K +4,500 +16%
SAM
244
Summit Asset Management
Tennessee
$316K +$2.86K +288 +0.9%
SFG
245
StrategIQ Financial Group
Indiana
$314K -$31.6K -3,186 -9%
GLA
246
Good Life Advisors
Pennsylvania
$305K +$41.9K +4,224 +17%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$300K -$350K -35,286 -54%
CAG
248
Crestwood Advisors Group
Massachusetts
$300K
SBH
249
Segall Bryant & Hamill
Illinois
$300K +$8.81K +888 +3%
SLA
250
Silver Lake Advisory
Utah
$297K +$1.13K +114 +0.4%