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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSS
251
Mitchell Sinkler & Starr
Pennsylvania
$527K +$514K +49,020 New
RW
252
REDW Wealth
New Mexico
$518K +$65.7K +6,264 +15%
OCM
253
One Capital Management
California
$514K -$5.79K -552 -1%
MIA
254
MainStreet Investment Advisors
Illinois
$511K +$498K +47,496 New
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$511K – – –
AWS
256
AJ Wealth Strategies
New York
$507K +$158K +15,108 +47%
PWM
257
Perigon Wealth Management
California
$495K +$201K +19,188 +71%
LBC
258
Lowe Brockenbrough & Co
Virginia
$489K +$130K +12,420 +38%
HFA
259
Huber Financial Advisors
Illinois
$486K +$474K +45,198 New
SBSB
260
Sullivan, Bruyette, Speros & Blaney
Virginia
$482K +$26.9K +2,568 +6%
CBA
261
Coastal Bridge Advisors
Connecticut
$480K +$465K +44,328 New
LFS
262
Legacy Financial Strategies
Kansas
$480K +$468K +44,628 New
SFSIG
263
San Francisco Sentry Investment Group
California
$477K +$363K +34,638 +355%
PA
264
Perennial Advisors
New York
$476K +$63.3K +6,036 +16%
IFS
265
Ifrah Financial Services
Arkansas
$467K +$7.99K +762 +2%
HI
266
Hudock Inc
Pennsylvania
$463K +$361K +34,458 +400%
IC
267
Iconiq Capital
California
$462K – – –
PIA
268
Peachtree Investment Advisors
Georgia
$458K +$9.44K +900 +2%
LYV
269
Live Your Vision
Pennsylvania
$453K -$371K -35,412 -47%
LWAC
270
Laurel Wealth Advisors (California)
California
$450K +$147K +13,986 +50%
William Blair & Company
271
William Blair & Company
Illinois
$449K -$50.7K -4,836 -10%
RWM
272
RKL Wealth Management
Pennsylvania
$447K -$142K -13,500 -24%
NDSI
273
Newman Dignan & Sheerar Inc
Rhode Island
$437K -$7.49K -714 -2%
IC
274
InterOcean Capital
Illinois
$433K +$6.79K +648 +2%
Mariner
275
Mariner
Kansas
$431K +$421K +40,122 New