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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
351
Pegasus Partners
Wisconsin
$415K -$12.5K -1,152 -3%
CTA
352
Chesley Taft & Associates
Illinois
$408K – – –
WCM
353
WealthBridge Capital Management
Ohio
$405K +$438K +40,500 New
IFS
354
Ifrah Financial Services
Arkansas
$399K -$56K -5,178 -11%
BWA
355
BlueSky Wealth Advisors
North Carolina
$393K +$7.27K +672 +2%
SS
356
Simplicity Solutions
Minnesota
$386K -$2.22M -205,590 -84%
SBSB
357
Sullivan, Bruyette, Speros & Blaney
Virginia
$383K -$28.4K -2,628 -6%
DACG
358
Donor Advised Charitable Giving
California
$383K +$414K +38,322 New
TWA
359
TCI Wealth Advisors
Arizona
$380K +$99.9K +9,240 +32%
BFC
360
Bedel Financial Consulting
Indiana
$377K -$4.02K -372 -1%
PAG
361
Private Advisor Group
New Jersey
$368K -$3.23M -298,608 -89%
GI
362
GS Investments
Minnesota
$356K +$94.5K +8,736 +33%
AWM
363
AE Wealth Management
Kansas
$353K +$382K +35,298 New
PI
364
Pathlight Investors
Arizona
$352K +$368K +33,996 New
DLCIG
365
D.L. Carlson Investment Group
New Hampshire
$352K +$381K +35,226 New
RWM
366
Ritholtz Wealth Management
New York
$337K -$1.04K -96 -0.3%
VWA
367
V Wealth Advisors
Kansas
$335K +$908 +84 +0.3%
GC
368
Garde Capital
Washington
$331K +$7.53K +696 +2%
GWM
369
Greenwich Wealth Management
Connecticut
$330K – – –
CCM
370
Chilton Capital Management
Texas
$330K +$75.6K +6,990 +27%
BPM
371
Bowling Portfolio Management
Ohio
$329K +$356K +32,952 New
CAG
372
Crestwood Advisors Group
Massachusetts
$328K -$60.1K -5,556 -14%
LNC
373
Lincoln National Corp
Pennsylvania
$326K +$353K +32,610 New
SB
374
Suntrust Banks
Georgia
$325K +$1.88K +174 +0.5%
William Blair & Company
375
William Blair & Company
Illinois
$323K +$15.7K +1,452 +5%