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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
426
Choreo LLC
Illinois
$875K +$422K +27,123 +77%
KWM
427
Keebeck Wealth Management
Illinois
$873K -$4.62K -297 -0.5%
PAMG
428
Patton Albertson Miller Group
Tennessee
$865K -$90.7K -5,832 -9%
SBH
429
Segall Bryant & Hamill
Illinois
$865K
Janney Montgomery Scott
430
Janney Montgomery Scott
Pennsylvania
$861K -$31.4K -2,016 -3%
GSAM
431
Grant Street Asset Management
Pennsylvania
$854K +$14.8K +951 +2%
SCM
432
SOL Capital Management
Maryland
$848K -$135K -8,658 -13%
GWA
433
GGM Wealth Advisors
Maryland
$844K +$47.3K +3,039 +6%
CTA
434
Chesley Taft & Associates
Illinois
$837K +$8.17K +525 +0.9%
GRP
435
Global Retirement Partners
California
$833K +$3.92K +252 +0.5%
EWM
436
Evermay Wealth Management
Virginia
$832K +$2.05K +132 +0.2%
GT
437
Glenmede Trust
Pennsylvania
$830K -$3.83K -246 -0.4%
CNFG
438
Creegan & Nassoura Financial Group
New Hampshire
$829K
SSWM
439
Smith Salley Wealth Management
North Carolina
$823K
GKWIM
440
Gerber Kawasaki Wealth & Investment Management
California
$822K +$223K +14,334 +32%
OPWM
441
Oakwell Private Wealth Management
Texas
$818K -$17.5K -1,128 -2%
TPWM
442
Twelve Points Wealth Management
Massachusetts
$815K
CRC
443
Curi RMB Capital
Illinois
$811K -$2.33K -150 -0.3%
BI
444
Blooom Inc
Kansas
$806K +$55.9K +3,591 +7%
CWM
445
Curi Wealth Management
North Carolina
$806K +$868K +55,791 +3,079%
DADC
446
D.A. Davidson & Co
Montana
$804K -$12.6K -810 -1%
ICG
447
InterOcean Capital Group
Tennessee
$792K -$64.2K -4,125 -7%
RWRC
448
R.W. Roge & Company
New York
$792K -$4.11K -264 -0.5%
VWA
449
VERITY Wealth Advisors
United States
$786K
ECM
450
Exchange Capital Management
Michigan
$779K -$28.5K -1,830 -3%