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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
401
Fiduciary Trust
Massachusetts
$917K -$136K -8,604 -13%
GSAM
402
Grant Street Asset Management
Pennsylvania
$904K -$3.88K -246 -0.4%
PWM
403
Perigon Wealth Management
California
$902K -$141K -8,940 -14%
Cerity Partners
404
Cerity Partners
New York
$885K -$49.8K -3,162 -5%
KeyBank National Association
405
KeyBank National Association
Ohio
$883K +$425K +26,952 +97%
S
406
SignatureFD
Georgia
$876K +$306K +19,440 +56%
BI
407
Blooom Inc
Kansas
$871K -$343K -21,774 -40%
William Blair & Company
408
William Blair & Company
Illinois
$856K +$215K +13,626 +34%
FMP
409
Financial Management Professionals
Texas
$856K +$389K +24,666 +87%
TCM
410
Twele Capital Management
Minnesota
$853K +$13.1K +834 +2%
AFA
411
Atlanta Financial Associates
Georgia
$849K – – –
IAP
412
Indie Asset Partners
Indiana
$844K -$322K -20,400 -28%
LW
413
Linscomb Wealth
Texas
$836K +$165K +10,488 +25%
RPSA
414
Richard P. Slaughter Associates
Texas
$831K -$243K -15,420 -23%
CWS
415
Cypress Wealth Services
California
$828K -$93K -5,898 -10%
ODIJL
416
One Day In July LLC
Vermont
$827K – – –
DSAM
417
Dock Street Asset Management
Florida
$818K -$2.27K -144 -0.3%
VWA
418
V Wealth Advisors
Kansas
$815K +$62.1K +3,942 +8%
UWPG
419
Ullmann Wealth Partners Group
Florida
$811K +$793K +50,328 New
SAF
420
Smith Anglin Financial
Texas
$808K +$2.37K +150 +0.3%
PFA
421
Pure Financial Advisors
California
$804K -$102K -6,444 -11%
SGCA
422
Steel Grove Capital Advisors
Tennessee
$787K – – –
PS
423
Planned Solutions
California
$783K -$72.8K -4,620 -9%
SFSIG
424
San Francisco Sentry Investment Group
California
$776K -$14.2K -900 -2%
PP
425
Pegasus Partners
Wisconsin
$773K – – –