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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$558K
MIA
352
MainStreet Investment Advisors
Illinois
$558K +$548K +47,496 New
EWM
353
Edge Wealth Management
New York
$540K -$2.08K -180 -0.4%
CTA
354
Chesley Taft & Associates
Illinois
$535K +$9.7K +840 +2%
CBA
355
Coastal Bridge Advisors
Connecticut
$518K
CAG
356
Crestwood Advisors Group
Massachusetts
$516K +$13.4K +1,158 +3%
ATC
357
Argent Trust Co
Tennessee
$512K
HWA
358
Heritage Wealth Advisors
Virginia
$506K +$498K +43,086 New
PAA
359
Peregrine Asset Advisers
Oregon
$505K -$35.5K -3,072 -7%
IFS
360
Ifrah Financial Services
Arkansas
$499K +$1.8K +156 +0.4%
GI
361
GS Investments
Minnesota
$498K +$44.3K +3,834 +10%
CWM
362
Cranbrook Wealth Management
Michigan
$496K
PP
363
Pegasus Partners
Wisconsin
$488K
LWMT
364
Legacy Wealth Management (Tennessee)
Tennessee
$487K -$12.9K -1,116 -3%
Stifel Financial
365
Stifel Financial
Missouri
$475K -$43.8K -3,792 -9%
CIC
366
Carnegie Investment Counsel
Ohio
$469K -$29.1K -2,520 -6%
SCA
367
Stonebridge Capital Advisors
Minnesota
$455K
SSI
368
Scott & Selber Inc
Texas
$451K -$350K -30,300 -44%
ZIC
369
ZWJ Investment Counsel
Georgia
$451K +$83K +7,188 +23%
JC
370
Jacobs & Co
California
$447K +$54.9K +4,752 +14%
SBSB
371
Sullivan, Bruyette, Speros & Blaney
Virginia
$446K -$14.3K -1,242 -3%
BFC
372
Bedel Financial Consulting
Indiana
$444K
STMM
373
South Texas Money Management
Texas
$443K +$125K +10,818 +40%
SHA
374
Seneca House Advisors
Virginia
$434K +$26.5K +2,292 +7%
GC
375
Garde Capital
Washington
$425K +$24.2K +2,100 +6%