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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NNP
376
Nachman Norwood & Parrott
South Carolina
$982K -$17.4K -1,224 -2%
CA
377
Callahan Advisors
Texas
$971K -$58.5K -4,110 -6%
EWM
378
Evermay Wealth Management
Virginia
$970K -$231K -16,206 -20%
WWP
379
Waypoint Wealth Partners
California
$970K +$911K +63,960 New
Susquehanna International Group
380
Susquehanna International Group
Pennsylvania
$948K -$857K -60,138 -49%
VWA
381
VERITY Wealth Advisors
United States
$947K
HA
382
Harborview Advisors
Maine
$939K -$71.1K -4,992 -7%
CCM
383
Chilton Capital Management
Texas
$935K -$4.27K -300 -0.5%
Citigroup
384
Citigroup
New York
$918K +$3.16K +222 +0.4%
SSWM
385
Smith Salley Wealth Management
North Carolina
$892K +$401K +28,158 +92%
AA
386
Advisory Alpha
Michigan
$885K +$794K +55,758 +2,171%
Cerity Partners
387
Cerity Partners
New York
$881K +$583K +40,914 +238%
TWM
388
Tolleson Wealth Management
Texas
$875K
PA
389
Perennial Advisors
New York
$868K -$46K -3,228 -5%
CWS
390
Cypress Wealth Services
California
$868K +$815K +57,252 New
CRC
391
Curi RMB Capital
Illinois
$867K -$4.79K -336 -0.6%
PIM
392
Penobscot Investment Management
Massachusetts
$862K -$38.5K -2,700 -5%
CTA
393
Chesley Taft & Associates
Illinois
$862K
PFA
394
Pure Financial Advisors
California
$854K -$172K -12,048 -18%
GSAM
395
Grant Street Asset Management
Pennsylvania
$854K +$6.67K +468 +0.8%
AFA
396
Atlanta Financial Associates
Georgia
$849K +$1.54K +108 +0.2%
EWA
397
EP Wealth Advisors
California
$846K +$417K +29,274 +110%
GP
398
Greenline Partners
New York
$840K +$3.25K +228 +0.4%
WWM
399
Windsor Wealth Management
Indiana
$840K +$55.1K +3,870 +8%
PPA
400
Parametric Portfolio Associates
Washington
$840K +$789K +55,392 New