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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAS
326
Brown Advisory Securities
Maryland
$534K -$2.4M -221,790 -81%
IC
327
InterOcean Capital
Illinois
$528K -$6.23K -576 -1%
LAIC
328
Lederer & Associates Investment Counsel
California
$514K +$17.3K +1,596 +3%
ACM
329
Armbruster Capital Management
New York
$505K -$34.3K -3,174 -6%
OCM
330
One Capital Management
California
$502K -$13.4K -1,242 -2%
VCM
331
Vigilant Capital Management
Maine
$498K +$5.58K +516 +1%
CA
332
Callahan Advisors
Texas
$496K +$17.1K +1,578 +3%
CIC
333
Carnegie Investment Counsel
Ohio
$485K +$158K +14,616 +43%
WSTAM
334
Wilbanks Smith & Thomas Asset Management
Virginia
$484K +$288K +26,676 +122%
JIP
335
Jaffetilchin Investment Partners
Florida
$484K +$524K +48,426 New
HA
336
Harborview Advisors
Maine
$476K +$32.5K +3,006 +7%
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$474K
BCM
338
Breiter Capital Management
Florida
$474K -$1.05M -97,332 -67%
MIA
339
MainStreet Investment Advisors
Illinois
$474K
PIA
340
Peachtree Investment Advisors
Georgia
$468K +$14.9K +1,380 +3%
GG
341
Gofen & Glossberg
Illinois
$463K +$13K +1,200 +3%
HI
342
Hendershot Investments
Virginia
$446K +$31.2K +2,886 +7%
CBA
343
Coastal Bridge Advisors
Connecticut
$443K
TIM
344
Tortoise Investment Management
New York
$436K +$319K +29,532 +209%
ATC
345
Argent Trust Co
Tennessee
$435K
TIM
346
Total Investment Management
Arizona
$419K -$52.3M -4,837,428 -99%
SFS
347
Sowell Financial Services
Arkansas
$419K -$854K -78,978 -65%
PP
348
Pegasus Partners
Wisconsin
$415K -$12.5K -1,152 -3%
CTA
349
Chesley Taft & Associates
Illinois
$408K
WCM
350
WealthBridge Capital Management
Ohio
$405K +$438K +40,500 New