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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
STMM
376
South Texas Money Management
Texas
$443K +$125K +10,818 +40%
SHA
377
Seneca House Advisors
Virginia
$434K +$26.5K +2,292 +7%
GC
378
Garde Capital
Washington
$425K +$24.2K +2,100 +6%
TIM
379
Tortoise Investment Management
New York
$423K -$36K -3,120 -8%
FCIM
380
Fairview Capital Investment Management
California
$415K +$3.46K +300 +0.9%
CAN
381
Cetera Advisor Networks
California
$414K +$96.6K +8,364 +31%
DACG
382
Donor Advised Charitable Giving
California
$411K -$32.2K -2,790 -7%
AWM
383
AE Wealth Management
Kansas
$410K -$411K -35,598 -50%
WCM
384
WealthBridge Capital Management
Ohio
$405K -$64.1K -5,550 -12%
Renaissance Technologies
385
Renaissance Technologies
New York
$395K +$388K +33,600 New
FNBT
386
FineMark National Bank & Trust
Florida
$393K +$43.9K +3,798 +13%
WWM
387
Windsor Wealth Management
Indiana
$391K +$17.7K +1,536 +5%
CA
388
Cetera Advisors
Colorado
$390K +$40.2K +3,480 +12%
HCM
389
Hollencrest Capital Management
California
$388K -$10.7K -930 -3%
GWM
390
Greenwich Wealth Management
Connecticut
$388K – – –
NEGWA
391
New England Guild Wealth Advisors
Connecticut
$386K +$32.5K +2,814 +9%
CFA
392
Cahill Financial Advisors
Minnesota
$377K -$49.8K -4,314 -12%
BWA
393
BlueSky Wealth Advisors
North Carolina
$373K -$50.2K -4,344 -12%
ACM
394
Armbruster Capital Management
New York
$369K -$171K -14,766 -32%
SAM
395
Summit Asset Management
Tennessee
$363K – – –
SSWM
396
Smith Salley Wealth Management
North Carolina
$360K +$354K +30,636 New
RWA
397
River Wealth Advisors
Pennsylvania
$358K +$48.8K +4,230 +16%
RWM
398
Ritholtz Wealth Management
New York
$357K -$58.3K -5,046 -14%
CFIA
399
Cantor Fitzgerald Investment Advisors
New York
$357K -$1.25K -108 -0.4%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$355K -$2.82M -244,188 -89%