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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
MCF Advisors
Kentucky
$321K -$452K -43,122 -59%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$318K – – –
SBH
303
Segall Bryant & Hamill
Illinois
$318K – – –
PI
304
Pachira Investments
California
$317K +$7.11K +678 +2%
CAG
305
Crestwood Advisors Group
Massachusetts
$315K -$2.52K -240 -0.8%
ARMC
306
American Research & Management Company
Massachusetts
$307K +$7.55K +720 +3%
GC
307
Garde Capital
Washington
$304K +$15.7K +1,494 +6%
BFC
308
Bedel Financial Consulting
Indiana
$297K +$290K +27,654 New
TWA
309
TCI Wealth Advisors
Arizona
$296K +$3.96K +378 +1%
OIA
310
Optimum Investment Advisors
Illinois
$292K – – –
NPPM
311
North Point Portfolio Managers
Ohio
$290K – – –
WPA
312
West Paces Advisors
Georgia
$289K – – –
KBFS
313
Kohmann Bosshard Financial Services
Ohio
$288K -$179K -17,076 -39%
CA
314
Cetera Advisors
Colorado
$283K +$10.6K +1,014 +4%
LWMT
315
Legacy Wealth Management (Tennessee)
Tennessee
$283K +$276K +26,286 New
BIM
316
Baldwin Investment Management
Pennsylvania
$282K +$189 +18 +0.1%
GLA
317
Good Life Advisors
Pennsylvania
$279K -$45.3K -4,320 -15%
ECM
318
Exchange Capital Management
Michigan
$277K +$37.9K +3,618 +16%
WI
319
WrapManager Inc
California
$277K +$270K +25,764 New
MWA
320
MFA Wealth Advisors
Pennsylvania
$276K +$256K +24,396 New
AIM
321
Aspen Investment Management
Michigan
$274K +$57.6K +5,496 +27%
FIAS
322
FinTrust Investment Advisory Services
South Carolina
$271K +$9.75K +930 +4%
Cerity Partners
323
Cerity Partners
New York
$270K +$818 +78 +0.3%
CSIC
324
Clifford Swan Investment Counsel
California
$270K +$263K +25,098 New
CRC
325
Curi RMB Capital
Illinois
$266K +$260K +24,774 New