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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
Maxim Capital Management
California
$283K -$1.25K -108 -0.4%
PNC Financial Services Group
427
PNC Financial Services Group
Pennsylvania
$283K +$162K +14,058 +141%
CC
428
Cadinha & Co
Hawaii
$280K +$19.5K +1,692 +8%
CCM
429
Canal Capital Management
Virginia
$279K +$274K +23,760 New
TW
430
Transform Wealth
Colorado
$277K -$2.01K -174 -0.7%
SFG
431
StrategIQ Financial Group
Indiana
$276K -$13.4K -1,164 -5%
HW
432
Hamilton Wealth
California
$276K +$272K +23,514 New
AMIM
433
Aull & Monroe Investment Management
Alabama
$275K
GRP
434
Global Retirement Partners
California
$275K +$4.37K +378 +2%
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$41.8K +3,618 +18%
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$274K +$61.7K +5,346 +30%
KBFS
437
Kohmann Bosshard Financial Services
Ohio
$273K -$40.7K -3,522 -13%
PFS
438
Prospera Financial Services
Texas
$271K +$263K +22,758 New
MAM
439
Mastrapasqua Asset Management
Tennessee
$268K
APP
440
Avantax Planning Partners
Iowa
$265K +$1.59K +138 +0.6%
FIM
441
Frontier Investment Management
Texas
$263K +$7.34K +636 +3%
EAM
442
Evanson Asset Management
California
$261K
TFS
443
TrustCore Financial Services
Tennessee
$261K +$49.8K +4,314 +24%
RPA
444
Rock Point Advisors
Vermont
$260K +$11.8K +1,020 +5%
HWA
445
Heritage Way Advisors
Illinois
$252K -$10.2K -882 -4%
GC
446
Grimes & Company
Massachusetts
$252K +$2.77K +240 +1%
RCAG
447
Rehmann Capital Advisory Group
Michigan
$249K
Vanguard Capital Wealth Advisors
448
Vanguard Capital Wealth Advisors
Colorado
$249K -$21.1K -1,830 -8%
CCM
449
Carlson Capital Management
Minnesota
$249K -$1.18K -102 -0.5%
PWM
450
Perigon Wealth Management
California
$247K -$26.7K -2,310 -10%