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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
426
Tatro Capital
Kentucky
$679K -$17K -1,194 -3%
ECG
427
EPIQ Capital Group
California
$676K +$2.56K +180 +0.4%
CCM
428
Carlson Capital Management
Minnesota
$670K +$1.54K +108 +0.3%
MA
429
MCF Advisors
Kentucky
$668K
CWM
430
Cranbrook Wealth Management
Michigan
$640K
EGWAG
431
Elwood & Goetz Wealth Advisory Group
Georgia
$637K -$10.3K -720 -2%
GT
432
Glenmede Trust
Pennsylvania
$636K
SPFA
433
Summit Place Financial Advisors
New Jersey
$635K +$41K +2,880 +7%
MIA
434
MainStreet Investment Advisors
Illinois
$632K
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$632K
GRP
436
Global Retirement Partners
California
$632K +$11.3K +792 +2%
TAM
437
Townsend Asset Management
North Carolina
$630K +$5.21K +366 +0.9%
LIG
438
Lokken Investment Group
Delaware
$628K +$589K +41,382 New
LW
439
Linscomb Wealth
Texas
$627K -$40.7K -2,856 -6%
HIC
440
Holderness Investments Company
North Carolina
$625K -$31.9K -2,238 -5%
FNBT
441
FineMark National Bank & Trust
Florida
$616K +$36.1K +2,538 +7%
WCM
442
WealthBridge Capital Management
Ohio
$614K -$23.4K -1,644 -4%
GG
443
Gofen & Glossberg
Illinois
$614K +$23.8K +1,674 +4%
PFA
444
Pinnacle Family Advisors
Missouri
$610K +$23.6K +1,656 +4%
NCMW
445
Northern Capital Management (Washington)
Washington
$605K +$568K +39,900 New
GMA
446
Goldstein Munger & Associates
California
$604K -$1.97K -138 -0.3%
William Blair & Company
447
William Blair & Company
Illinois
$599K -$38.2K -2,682 -6%
EPM
448
Elm Partners Management
Pennsylvania
$598K -$456K -32,040 -45%
NA
449
NewEdge Advisors
Louisiana
$593K +$22.4K +1,572 +4%
CWM
450
Cabot Wealth Management
Massachusetts
$591K -$65K -4,566 -10%