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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
426
Steel Grove Capital Advisors
Tennessee
$849K – – –
TCM
427
Twele Capital Management
Minnesota
$844K -$74.1K -4,380 -8%
PP
428
Pegasus Partners
Wisconsin
$833K – – –
SFSIG
429
San Francisco Sentry Investment Group
California
$825K -$11.2K -660 -1%
PWSG
430
Pacific Wealth Strategies Group
California
$808K -$876K -51,762 -53%
G
431
Gainplan
Michigan
$804K -$20.5K -1,212 -3%
BO
432
BRR OpCo
Ohio
$802K +$781K +46,152 New
Vanguard Personalized Indexing Management
433
Vanguard Personalized Indexing Management
California
$794K +$1.01K +60 +0.1%
EWA
434
EP Wealth Advisors
California
$779K +$1.22K +72 +0.2%
ECG
435
EPIQ Capital Group
California
$779K +$2.34K +138 +0.3%
APA
436
American Portfolios Advisors
New York
$776K +$20K +1,182 +3%
CWS
437
Cypress Wealth Services
California
$770K -$119K -7,026 -14%
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$768K – – –
EFSCE
439
Enterprise Financial Services Corp (EFSC)
Missouri
$768K +$165K +9,762 +28%
HIC
440
Holderness Investments Company
North Carolina
$766K +$25.4K +1,500 +4%
NRI
441
NFP Retirement Inc
California
$754K -$24K -1,416 -3%
CCM
442
Carlson Capital Management
Minnesota
$753K -$1.42K -84 -0.2%
PIA
443
Pinion Investment Advisors
Kansas
$752K -$34.5K -2,040 -5%
MA
444
MCF Advisors
Kentucky
$750K – – –
SPFA
445
Summit Place Financial Advisors
New Jersey
$749K +$19.8K +1,170 +3%
PCA
446
Pallas Capital Advisors
Massachusetts
$746K +$713K +42,144 New
GRP
447
Global Retirement Partners
California
$745K -$43.1K -2,544 -6%
NFG
448
Next Financial Group
Texas
$745K +$28.9K +1,710 +4%
GC
449
Grimes & Company
Massachusetts
$741K -$18.9K -1,116 -3%
TAM
450
Townsend Asset Management
North Carolina
$733K -$4.26K -252 -0.6%