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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
376
Seascape Capital Management
New Hampshire
$1.18M -$17.1K -1,008 -1%
CFA
377
Carroll Financial Associates
North Carolina
$1.17M -$914 -54 -0.1%
B
378
Bailard
California
$1.17M +$51.3K +3,030 +5%
BWM
379
Blossom Wealth Management
California
$1.16M +$146K +8,598 +15%
EAM
380
Evanson Asset Management
California
$1.15M +$4.47K +264 +0.4%
MS
381
Madden Securities
Texas
$1.15M -$70.5K -4,164 -6%
ECG
382
Edge Capital Group
Georgia
$1.12M -$144K -8,490 -12%
DP
383
Denver PWM
Colorado
$1.11M -$237K -13,980 -18%
WWP
384
Waypoint Wealth Partners
California
$1.11M -$5.08K -300 -0.5%
NNP
385
Nachman Norwood & Parrott
South Carolina
$1.11M – – –
TIM
386
Tortoise Investment Management
New York
$1.09M +$59.4K +3,510 +6%
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$1.08M +$501K +29,586 +91%
AFAS
388
Acorn Financial Advisory Services
Virginia
$1.08M +$1.05M +62,172 New
FWP
389
Firethorn Wealth Partners
Georgia
$1.08M -$72.9K -4,308 -6%
CNFG
390
Creegan & Nassoura Financial Group
New Hampshire
$1.08M – – –
CA
391
Callahan Advisors
Texas
$1.06M -$54.4K -3,216 -5%
RWRC
392
R.W. Roge & Company
New York
$1.04M -$81.6K -4,824 -8%
VWA
393
VERITY Wealth Advisors
United States
$1.03M – – –
SSWM
394
Smith Salley Wealth Management
North Carolina
$1.02M – – –
PA
395
Perennial Advisors
New York
$1.02M +$11.8K +696 +1%
DADC
396
D.A. Davidson & Co
Montana
$1.01M -$2.54K -150 -0.3%
S
397
SignatureFD
Georgia
$1.01M +$63.7K +3,762 +7%
EWM
398
Evermay Wealth Management
Virginia
$1M -$105K -6,180 -10%
WWM
399
Windsor Wealth Management
Indiana
$1M +$8.73K +516 +0.9%
FM
400
Foster & Motley
Ohio
$997K +$681K +40,242 +235%