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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIC
426
Holderness Investments Company
North Carolina
$884K +$124K +6,984 +16%
IAP
427
Indie Asset Partners
Indiana
$881K +$4.27K +240 +0.5%
KeyBank National Association
428
KeyBank National Association
Ohio
$880K -$50.7K -2,850 -5%
SAF
429
Smith Anglin Financial
Texas
$873K +$2.88K +162 +0.3%
VWA
430
V Wealth Advisors
Kansas
$870K -$7.36K -414 -0.8%
TRCT
431
Tower Research Capital (TRC)
New York
$864K -$4.04M -226,980 -82%
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Missouri
$848K +$85.7K +4,818 +11%
SGCA
433
Steel Grove Capital Advisors
Tennessee
$845K – – –
NCMW
434
Northern Capital Management (Washington)
Washington
$836K +$122K +6,846 +17%
PP
435
Pegasus Partners
Wisconsin
$830K – – –
CAI
436
Capital Advisors Inc
Oklahoma
$825K -$954K -53,652 -53%
TCM
437
Twele Capital Management
Minnesota
$821K -$20K -1,122 -2%
CL
438
Choreo LLC
Illinois
$821K +$159K +8,940 +23%
VDI
439
Vaughan David Investments
Illinois
$815K -$78.4K -4,410 -9%
AWA
440
Arkadios Wealth Advisors
Georgia
$804K -$111K -6,240 -12%
GC
441
Grimes & Company
Massachusetts
$800K +$63K +3,540 +8%
G
442
Gainplan
Michigan
$793K -$8.54K -480 -1%
TC
443
Tatro Capital
Kentucky
$792K +$74.4K +4,182 +10%
Vanguard Personalized Indexing Management
444
Vanguard Personalized Indexing Management
California
$791K – – –
PFA
445
Pure Financial Advisors
California
$785K -$71.3K -4,008 -8%
CSIA
446
Charles Schwab Investment Advisory
California
$780K +$564K +31,704 +237%
ECG
447
EPIQ Capital Group
California
$778K +$2.45K +138 +0.3%
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$777K +$12K +672 +2%
GRP
449
Global Retirement Partners
California
$777K +$35.9K +2,016 +5%
Baird Financial Group
450
Baird Financial Group
Wisconsin
$773K +$63.1K +3,546 +9%