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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
276
BlueSky Wealth Advisors
North Carolina
$440K -$103K -9,402 -19%
MML Investors Services
277
MML Investors Services
Massachusetts
$437K +$64.7K +5,916 +17%
CAG
278
Crestwood Advisors Group
Massachusetts
$437K +$99.3K +9,078 +31%
CTA
279
Chesley Taft & Associates
Illinois
$436K +$55.8K +5,100 +15%
NDSI
280
Newman Dignan & Sheerar Inc
Rhode Island
$421K +$5.38K +492 +1%
HI
281
Hendershot Investments
Virginia
$419K +$16K +1,464 +4%
DAS
282
Dynamic Advisor Solutions
Arizona
$416K +$414K +37,848 New
BAM
283
Berkshire Asset Management
Pennsylvania
$414K -$33.1K -3,024 -7%
Mariner
284
Mariner
Kansas
$413K +$411K +37,554 New
TW
285
Transform Wealth
Colorado
$389K -$282K -25,770 -42%
CI
286
CX Institutional
Indiana
$389K +$387K +35,376 New
GP
287
Girard Partners
Pennsylvania
$377K +$1.64K +150 +0.4%
SHJ
288
Sharkey, Howes & Javer
Colorado
$370K – – –
LWMT
289
Legacy Wealth Management (Tennessee)
Tennessee
$367K +$36.1K +3,306 +11%
VWA
290
V Wealth Advisors
Kansas
$365K +$590 +54 +0.2%
GWM
291
Greenwich Wealth Management
Connecticut
$363K – – –
QCMNJ
292
Quantum Capital Management (New Jersey)
New Jersey
$361K -$16.1K -1,470 -4%
SB
293
Suntrust Banks
Georgia
$355K +$353K +32,262 New
GC
294
Garde Capital
Washington
$353K +$11.6K +1,062 +3%
GLA
295
Good Life Advisors
Pennsylvania
$345K +$61.2K +5,598 +22%
SAM
296
Summit Asset Management
Tennessee
$343K – – –
William Blair & Company
297
William Blair & Company
Illinois
$340K -$206K -18,876 -38%
RWM
298
Ritholtz Wealth Management
New York
$339K -$60K -5,484 -15%
SFG
299
StrategIQ Financial Group
Indiana
$336K +$3.61K +330 +1%
RW
300
Rand Wealth
Maryland
$336K +$334K +30,546 New