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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
IFS
430
Ifrah Financial Services
Arkansas
$515K -$24.4K -1,992 -5%
PPA
431
Parametric Portfolio Associates
Washington
$513K -$433K -35,274 -47%
PG
432
Prostatis Group
Maryland
$508K +$487K +39,654 New
SCA
433
Stonebridge Capital Advisors
Minnesota
$496K
SBSB
434
Sullivan, Bruyette, Speros & Blaney
Virginia
$496K +$8.91K +726 +2%
RCA
435
Rowland Carmichael Advisors
Arizona
$494K +$74 +6 +0%
FNBT
436
FineMark National Bank & Trust
Florida
$482K +$4.34K +354 +1%
FCIM
437
Fairview Capital Investment Management
California
$480K +$22.8K +1,860 +5%
SHA
438
Seneca House Advisors
Virginia
$472K -$22.7K -1,854 -5%
SSI
439
Scott & Selber Inc
Texas
$470K -$21.4K -1,746 -5%
BPM
440
Bowling Portfolio Management
Ohio
$461K +$89K +7,254 +25%
Stifel Financial
441
Stifel Financial
Missouri
$460K +$51.3K +4,182 +13%
BFC
442
Bedel Financial Consulting
Indiana
$455K +$17K +1,386 +4%
CCM
443
Carlson Capital Management
Minnesota
$452K +$148K +12,084 +52%
DACG
444
Donor Advised Charitable Giving
California
$448K
Goldman Sachs
445
Goldman Sachs
New York
$435K -$1.97M -160,398 -83%
NFG
446
Noven Financial Group
Colorado
$435K +$5.59K +456 +1%
WWM
447
Windsor Wealth Management
Indiana
$431K +$6.26K +510 +2%
CFIA
448
Cantor Fitzgerald Investment Advisors
New York
$424K -$27.1K -2,208 -6%
GWM
449
Greenwich Wealth Management
Connecticut
$423K
GC
450
Garde Capital
Washington
$416K -$30K -2,448 -7%