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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
401
San Francisco Sentry Investment Group
California
$618K -$53.3K -4,050 -8%
TC
402
Tatro Capital
Kentucky
$610K +$28.1K +2,136 +5%
SFG
403
StrategIQ Financial Group
Indiana
$602K -$33.1K -2,514 -5%
PIA
404
Pinion Investment Advisors
Kansas
$592K – – –
ECG
405
EPIQ Capital Group
California
$589K +$3.63K +276 +0.6%
LW
406
Linscomb Wealth
Texas
$587K +$114K +8,652 +24%
MA
407
MCF Advisors
Kentucky
$585K -$208K -15,834 -26%
CWM
408
Cabot Wealth Management
Massachusetts
$578K -$58.8K -4,470 -9%
FWM
409
Frontier Wealth Management
Missouri
$578K -$5.37K -408 -0.9%
HIC
410
Holderness Investments Company
North Carolina
$576K -$11.8K -894 -2%
CAN
411
Cetera Advisor Networks
California
$574K -$21.1K -1,602 -4%
CCM
412
Carlson Capital Management
Minnesota
$571K -$11.6K -882 -2%
EGWAG
413
Elwood & Goetz Wealth Advisory Group
Georgia
$567K -$41.4K -3,150 -7%
CA
414
Cetera Advisors
Colorado
$566K -$5.37K -408 -0.9%
CWM
415
Cranbrook Wealth Management
Michigan
$560K – – –
William Blair & Company
416
William Blair & Company
Illinois
$560K +$13.2K +1,002 +2%
WCM
417
WealthBridge Capital Management
Ohio
$559K -$4.58K -348 -0.8%
GT
418
Glenmede Trust
Pennsylvania
$557K – – –
GC
419
Garde Capital
Washington
$556K -$36.7K -2,790 -6%
MIA
420
MainStreet Investment Advisors
Illinois
$553K – – –
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$553K – – –
TAM
422
Townsend Asset Management
North Carolina
$546K -$35.6K -2,706 -6%
GRP
423
Global Retirement Partners
California
$543K +$35.1K +2,670 +7%
ATC
424
Argent Trust Co
Tennessee
$539K – – –
CAI
425
Capital Advisors Inc
Oklahoma
$532K -$6.08K -462 -1%