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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Cetera Advisors
Colorado
$527K -$43.2K -3,750 -8%
PFA
427
Pinnacle Family Advisors
Missouri
$524K +$493K +42,798 New
WCM
428
WealthBridge Capital Management
Ohio
$520K +$138 +12 +0%
CWM
429
Cranbrook Wealth Management
Michigan
$517K – – –
GT
430
Glenmede Trust
Pennsylvania
$514K +$406K +35,184 +518%
MIA
431
MainStreet Investment Advisors
Illinois
$510K – – –
MPWT
432
MassMutual Private Wealth & Trust
Connecticut
$510K – – –
William Blair & Company
433
William Blair & Company
Illinois
$504K -$733K -63,612 -61%
IFS
434
Ifrah Financial Services
Arkansas
$498K +$14K +1,212 +3%
AWA
435
Arkadios Wealth Advisors
Georgia
$497K +$218K +18,888 +92%
ATC
436
Argent Trust Co
Tennessee
$497K -$18.6K -1,614 -4%
SHA
437
Seneca House Advisors
Virginia
$495K +$484 +42 +0.1%
MAS
438
Managed Account Services
Florida
$495K +$29.7K +2,574 +7%
GMA
439
Goldstein Munger & Associates
California
$493K +$464K +40,290 New
OCM
440
One Capital Management
California
$492K -$208 -18 -0%
RCA
441
Rowland Carmichael Advisors
Arizona
$484K – – –
Bank of New York Mellon
442
Bank of New York Mellon
New York
$477K -$73.8K -6,402 -14%
NA
443
NewEdge Advisors
Louisiana
$476K +$29.1K +2,526 +7%
GG
444
Gofen & Glossberg
Illinois
$475K -$10.5K -912 -2%
WAM
445
Weatherly Asset Management
California
$474K -$59.1K -5,130 -12%
SCA
446
Stonebridge Capital Advisors
Minnesota
$474K – – –
VCM
447
Versant Capital Management
Arizona
$471K -$37K -3,210 -8%
GRP
448
Global Retirement Partners
California
$468K +$26.6K +2,304 +6%
EWA
449
EP Wealth Advisors
California
$466K -$1.18K -102 -0.3%
FNBT
450
FineMark National Bank & Trust
Florida
$462K +$2.08K +180 +0.5%