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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
401
Blooom Inc
Kansas
$829K +$784K +55,032 New
TIM
402
Tortoise Investment Management
New York
$821K -$162K -11,370 -17%
PS
403
Planned Solutions
California
$807K +$5.47K +384 +0.7%
WCM
404
Washburn Capital Management
Florida
$798K -$47.3K -3,318 -6%
AAP
405
Arax Advisory Partners
Colorado
$794K -$33.8K -2,370 -4%
TCM
406
Twele Capital Management
Minnesota
$790K -$38.9K -2,730 -5%
G
407
Gainplan
Michigan
$779K -$11.2K -786 -2%
ODIJL
408
One Day In July LLC
Vermont
$778K +$314K +22,026 +75%
DSAM
409
Dock Street Asset Management
Florida
$772K -$29.4K -2,064 -4%
RI
410
Ridgewood Investments
New Jersey
$772K
GI
411
GS Investments
Minnesota
$762K +$716K +50,262 New
DADC
412
D.A. Davidson & Co
Montana
$760K
SAF
413
Smith Anglin Financial
Texas
$758K +$712K +49,968 New
BF
414
Blankinship & Foster
California
$751K +$855 +60 +0.1%
SFSIG
415
San Francisco Sentry Investment Group
California
$744K +$35.5K +2,490 +5%
SGCA
416
Steel Grove Capital Advisors
Tennessee
$740K
FG
417
Foster Group
Iowa
$731K +$688K +48,324 New
PP
418
Pegasus Partners
Wisconsin
$727K
PIA
419
Pinion Investment Advisors
Kansas
$726K -$6.32K -444 -0.9%
NRI
420
NFP Retirement Inc
California
$719K -$61.2K -4,296 -8%
RCA
421
Rowland Carmichael Advisors
Arizona
$717K +$342 +24 +0.1%
MWM
422
Merriman Wealth Management
Washington
$714K -$926K -65,022 -58%
BWM
423
Blossom Wealth Management
California
$709K +$666K +46,770 New
VWA
424
V Wealth Advisors
Kansas
$707K +$664K +46,620 New
Vanguard Personalized Indexing Management
425
Vanguard Personalized Indexing Management
California
$692K +$276K +19,350 +74%