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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
276
Carnegie Investment Counsel
Ohio
$372K +$123K +11,160 +49%
CTA
277
Chesley Taft & Associates
Illinois
$367K +$19.8K +1,800 +5%
QCMNJ
278
Quantum Capital Management (New Jersey)
New Jersey
$364K +$27.4K +2,490 +8%
GP
279
Girard Partners
Pennsylvania
$363K +$1.58K +144 +0.4%
MML Investors Services
280
MML Investors Services
Massachusetts
$360K +$5.41K +492 +1%
SHJ
281
Sharkey, Howes & Javer
Colorado
$357K -$35.1K -3,198 -9%
GWM
282
Greenwich Wealth Management
Connecticut
$351K – – –
APP
283
Avantax Planning Partners
Iowa
$343K +$89.1K +8,112 +34%
VWA
284
V Wealth Advisors
Kansas
$335K +$593 +54 +0.2%
SEI Investments
285
SEI Investments
Pennsylvania
$333K -$1.05M -95,982 -75%
CPIG
286
Chicago Partners Investment Group
Illinois
$333K +$7.65K +696 +2%
SAM
287
Summit Asset Management
Tennessee
$331K – – –
GC
288
Garde Capital
Washington
$330K +$30.5K +2,778 +10%
SFG
289
StrategIQ Financial Group
Indiana
$321K -$1.05K -96 -0.3%
AWA
290
Arete Wealth Advisors
Illinois
$321K +$332K +30,228 New
LWMT
291
Legacy Wealth Management (Tennessee)
Tennessee
$320K +$41.5K +3,774 +14%
NEGWA
292
New England Guild Wealth Advisors
Connecticut
$319K – – –
ACP
293
Aviance Capital Partners
Florida
$318K -$66 -6 -0%
TH
294
Timber Hill
Connecticut
$317K -$25.1K -2,280 -7%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$315K – – –
SBH
296
Segall Bryant & Hamill
Illinois
$314K +$66 +6 +0%
CAG
297
Crestwood Advisors Group
Massachusetts
$311K -$1.05K -96 -0.3%
TWA
298
TCI Wealth Advisors
Arizona
$306K +$13.3K +1,212 +4%
ARMC
299
American Research & Management Company
Massachusetts
$303K – – –
GI
300
GS Investments
Minnesota
$303K +$51.6K +4,698 +20%