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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
401
Parametric Portfolio Associates
Washington
$347K +$341K +29,514 New
ODIJL
402
One Day In July LLC
Vermont
$344K +$338K +29,298 New
ARMC
403
American Research & Management Company
Massachusetts
$342K
SB
404
Suntrust Banks
Georgia
$340K -$55.1K -4,776 -14%
Bank of New York Mellon
405
Bank of New York Mellon
New York
$336K -$178K -15,396 -35%
QCMNJ
406
Quantum Capital Management (New Jersey)
New Jersey
$334K +$3.05K +264 +0.9%
CAM
407
Cresset Asset Management
Illinois
$331K +$324K +28,044 New
AAS
408
Avantax Advisory Services
Texas
$329K -$407K -35,214 -56%
ACP
409
Aviance Capital Partners
Florida
$328K
APA
410
American Portfolios Advisors
New York
$327K +$14.9K +1,290 +5%
COI
411
Capital One Investing
Virginia
$327K +$321K +27,840 New
CW
412
CreativeOne Wealth
Kansas
$324K -$191K -16,578 -38%
SG
413
Somerset Group
Minnesota
$322K +$13.5K +1,170 +4%
OIA
414
Optimum Investment Advisors
Illinois
$320K
CG
415
Caprock Group
Idaho
$318K
MAS
416
Managed Account Services
Florida
$317K +$3.81K +330 +1%
DLCIG
417
D.L. Carlson Investment Group
New Hampshire
$315K -$21.3K -1,848 -6%
CL
418
Cabana LLC
Arkansas
$309K +$309K +26,802 New
PFA
419
Pinnacle Family Advisors
Missouri
$307K -$20.9K -1,806 -6%
RFA
420
Reilly Financial Advisors
California
$304K +$199K +17,256 +200%
RP
421
Rice Partnership
Hawaii
$300K +$295K +25,524 New
CB
422
CNB Bank
Pennsylvania
$291K +$286K +24,738 New
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$288K +$1.59K +138 +0.6%
WP
424
WealthSource Partners
California
$286K +$281K +24,372 New
AIM
425
Aspen Investment Management
Michigan
$284K +$13K +1,122 +5%