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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
351
Bank of New York Mellon
New York
$498K -$175K -16,008 -27%
VWA
352
V Wealth Advisors
Kansas
$498K +$110K +10,116 +31%
GCA
353
Genesee Capital Advisors
New York
$497K +$479K +43,848 New
ATC
354
Argent Trust Co
Tennessee
$494K
Stifel Financial
355
Stifel Financial
Missouri
$494K +$481K +44,040 New
CAG
356
Crestwood Advisors Group
Massachusetts
$485K +$109K +9,954 +30%
LWMT
357
Legacy Wealth Management (Tennessee)
Tennessee
$483K -$6.36M -582,366 -93%
CIC
358
Carnegie Investment Counsel
Ohio
$481K -$67.3K -6,162 -13%
CWM
359
Cranbrook Wealth Management
Michigan
$479K -$209K -19,152 -31%
IFS
360
Ifrah Financial Services
Arkansas
$479K +$24.9K +2,280 +6%
PP
361
Pegasus Partners
Wisconsin
$471K
TIM
362
Tortoise Investment Management
New York
$444K -$49.6K -4,542 -10%
SBSB
363
Sullivan, Bruyette, Speros & Blaney
Virginia
$444K +$8.65K +792 +2%
ECA
364
Elevated Capital Advisors
Utah
$443K +$447K +40,908 New
NDSI
365
Newman Dignan & Sheerar Inc
Rhode Island
$440K -$3.79M -346,698 -90%
SCA
366
Stonebridge Capital Advisors
Minnesota
$439K -$261K -23,904 -38%
GI
367
GS Investments
Minnesota
$437K +$31.5K +2,886 +8%
BFC
368
Bedel Financial Consulting
Indiana
$429K +$328 +30 +0.1%
DACG
369
Donor Advised Charitable Giving
California
$428K -$6.03K -552 -1%
BWA
370
BlueSky Wealth Advisors
North Carolina
$415K -$13K -1,194 -3%
CFA
371
Cahill Financial Advisors
Minnesota
$413K -$414K -37,938 -51%
RWM
372
Ritholtz Wealth Management
New York
$402K +$18K +1,650 +5%
SFS
373
Sowell Financial Services
Arkansas
$401K -$71.4K -6,540 -16%
FCIM
374
Fairview Capital Investment Management
California
$397K +$29.5K +2,700 +8%
SHA
375
Seneca House Advisors
Virginia
$387K +$45.2K +4,140 +14%