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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Cahill Wealth Management
Michigan
$938K +$3.52K +219 +0.3%
BWM
427
Blossom Wealth Management
California
$937K +$26.9K +1,677 +3%
PIM
428
Penobscot Investment Management
Massachusetts
$931K +$48 +3 +0%
Financial Engines Advisors
429
Financial Engines Advisors
California
$925K -$4.04K -252 -0.4%
KWM
430
Keebeck Wealth Management
Illinois
$923K -$134K -8,343 -12%
CW
431
Connectus Wealth
Ohio
$922K +$1M +62,574 New
PI
432
Pachira Investments
California
$909K -$1.97K -123 -0.2%
SBH
433
Segall Bryant & Hamill
Illinois
$908K – – –
WWM
434
Windsor Wealth Management
Indiana
$907K +$33.9K +2,115 +4%
ICG
435
InterOcean Capital Group
Tennessee
$894K +$113K +7,059 +13%
GSAM
436
Grant Street Asset Management
Pennsylvania
$885K +$24.6K +1,533 +3%
OPWM
437
Oakwell Private Wealth Management
Texas
$878K -$5.97K -372 -0.6%
GT
438
Glenmede Trust
Pennsylvania
$877K -$19.5K -1,212 -2%
EWM
439
Evermay Wealth Management
Virginia
$874K +$6.6K +411 +0.7%
CNFG
440
Creegan & Nassoura Financial Group
New Hampshire
$873K -$28.9K -1,800 -3%
CTA
441
Chesley Taft & Associates
Illinois
$873K – – –
SSWM
442
Smith Salley Wealth Management
North Carolina
$866K – – –
DADC
443
D.A. Davidson & Co
Montana
$858K -$27.8K -1,734 -3%
TPWM
444
Twelve Points Wealth Management
Massachusetts
$858K +$3.85K +240 +0.4%
CRC
445
Curi RMB Capital
Illinois
$856K -$2.07K -129 -0.2%
OCM
446
One Capital Management
California
$854K -$79.3K -4,938 -8%
ECM
447
Exchange Capital Management
Michigan
$846K -$40.9K -2,550 -4%
FWP
448
Firethorn Wealth Partners
Georgia
$841K -$1.83K -114 -0.2%
RWRC
449
R.W. Roge & Company
New York
$838K -$15.8K -984 -2%
GI
450
GS Investments
Minnesota
$838K +$36.6K +2,280 +5%