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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
351
Ifrah Financial Services
Arkansas
$399K -$56K -5,178 -11%
BWA
352
BlueSky Wealth Advisors
North Carolina
$393K +$7.27K +672 +2%
SS
353
Simplicity Solutions
Minnesota
$386K -$2.22M -205,590 -84%
SBSB
354
Sullivan, Bruyette, Speros & Blaney
Virginia
$383K -$28.4K -2,628 -6%
DACG
355
Donor Advised Charitable Giving
California
$383K +$414K +38,322 New
TWA
356
TCI Wealth Advisors
Arizona
$380K +$99.9K +9,240 +32%
BFC
357
Bedel Financial Consulting
Indiana
$377K -$4.02K -372 -1%
PAG
358
Private Advisor Group
New Jersey
$368K -$3.23M -298,608 -89%
GI
359
GS Investments
Minnesota
$356K +$94.5K +8,736 +33%
AWM
360
AE Wealth Management
Kansas
$353K +$382K +35,298 New
PI
361
Pathlight Investors
Arizona
$352K +$368K +33,996 New
DLCIG
362
D.L. Carlson Investment Group
New Hampshire
$352K +$381K +35,226 New
RWM
363
Ritholtz Wealth Management
New York
$337K -$1.04K -96 -0.3%
VWA
364
V Wealth Advisors
Kansas
$335K +$908 +84 +0.3%
GC
365
Garde Capital
Washington
$331K +$7.53K +696 +2%
GWM
366
Greenwich Wealth Management
Connecticut
$330K
CCM
367
Chilton Capital Management
Texas
$330K +$75.6K +6,990 +27%
BPM
368
Bowling Portfolio Management
Ohio
$329K +$356K +32,952 New
CAG
369
Crestwood Advisors Group
Massachusetts
$328K -$60.1K -5,556 -14%
LNC
370
Lincoln National Corp
Pennsylvania
$326K +$353K +32,610 New
SB
371
Suntrust Banks
Georgia
$325K +$1.88K +174 +0.5%
William Blair & Company
372
William Blair & Company
Illinois
$323K +$15.7K +1,452 +5%
FCIM
373
Fairview Capital Investment Management
California
$322K +$65.8K +6,090 +23%
LWAC
374
Laurel Wealth Advisors (California)
California
$321K +$123K +11,370 +55%
JC
375
Jacobs & Co
California
$317K +$29.8K +2,760 +10%