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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
426
Townsend Asset Management
North Carolina
$538K +$515K +41,994 New
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$534K – – –
HIM
428
Hanlon Investment Management
New Jersey
$534K +$226K +18,438 +79%
MIA
429
MainStreet Investment Advisors
Illinois
$533K – – –
NDSI
430
Newman Dignan & Sheerar Inc
Rhode Island
$516K +$4.46M +363,852 +933%
IFS
431
Ifrah Financial Services
Arkansas
$515K -$24.4K -1,992 -5%
PPA
432
Parametric Portfolio Associates
Washington
$513K -$433K -35,274 -47%
PG
433
Prostatis Group
Maryland
$508K +$487K +39,654 New
SCA
434
Stonebridge Capital Advisors
Minnesota
$496K – – –
SBSB
435
Sullivan, Bruyette, Speros & Blaney
Virginia
$496K +$8.91K +726 +2%
RCA
436
Rowland Carmichael Advisors
Arizona
$494K +$74 +6 +0%
FNBT
437
FineMark National Bank & Trust
Florida
$482K +$4.34K +354 +1%
FCIM
438
Fairview Capital Investment Management
California
$480K +$22.8K +1,860 +5%
SHA
439
Seneca House Advisors
Virginia
$472K -$22.7K -1,854 -5%
SSI
440
Scott & Selber Inc
Texas
$470K -$21.4K -1,746 -5%
BPM
441
Bowling Portfolio Management
Ohio
$461K +$89K +7,254 +25%
Stifel Financial
442
Stifel Financial
Missouri
$460K +$51.3K +4,182 +13%
BFC
443
Bedel Financial Consulting
Indiana
$455K +$17K +1,386 +4%
CCM
444
Carlson Capital Management
Minnesota
$452K +$148K +12,084 +52%
DACG
445
Donor Advised Charitable Giving
California
$448K – – –
Goldman Sachs
446
Goldman Sachs
New York
$435K -$1.97M -160,398 -83%
NFG
447
Noven Financial Group
Colorado
$435K +$5.59K +456 +1%
WWM
448
Windsor Wealth Management
Indiana
$431K +$6.26K +510 +2%
CFIA
449
Cantor Fitzgerald Investment Advisors
New York
$424K -$27.1K -2,208 -6%
GWM
450
Greenwich Wealth Management
Connecticut
$423K – – –