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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
451
Garde Capital
Washington
$416K -$30K -2,448 -7%
IF
452
IRON Financial
Illinois
$412K -$2.5K -204 -0.6%
ACM
453
Armbruster Capital Management
New York
$406K -$74 -6 -0%
SAM
454
Summit Asset Management
Tennessee
$396K +$74 +6 +0%
NA
455
NewEdge Advisors
Louisiana
$395K +$109K +8,892 +40%
SSWM
456
Smith Salley Wealth Management
North Carolina
$393K – – –
FIM
457
Frontier Investment Management
Texas
$392K -$52.3K -4,266 -12%
JIC
458
Joel Isaacson & Co
New York
$390K +$373K +30,420 New
NEGWA
459
New England Guild Wealth Advisors
Connecticut
$382K -$37.4K -3,048 -9%
NFG
460
Next Financial Group
Texas
$379K -$2.8K -228 -0.8%
CFA
461
Cahill Financial Advisors
Minnesota
$378K -$32.8K -2,676 -8%
RWA
462
River Wealth Advisors
Pennsylvania
$377K -$736 -60 -0.2%
HW
463
Hamilton Wealth
California
$377K +$27K +2,202 +8%
TI
464
Trexquant Investment
Connecticut
$377K +$361K +29,400 New
ODIJL
465
One Day In July LLC
Vermont
$375K – – –
RP
466
Rice Partnership
Hawaii
$366K -$9.94K -810 -3%
ARMC
467
American Research & Management Company
Massachusetts
$366K -$1.47K -120 -0.4%
Bank of New York Mellon
468
Bank of New York Mellon
New York
$364K +$19K +1,548 +6%
APP
469
Avantax Planning Partners
Iowa
$364K +$58.8K +4,788 +20%
RWM
470
Ritholtz Wealth Management
New York
$361K -$37.1K -3,024 -10%
ACP
471
Aviance Capital Partners
Florida
$358K – – –
EWM
472
Edge Wealth Management
New York
$357K -$74 -6 -0%
BWA
473
BlueSky Wealth Advisors
North Carolina
$355K -$75.5K -6,150 -18%
CFG
474
Capstone Financial Group
Oklahoma
$355K +$340K +27,678 New
HCM
475
Hollencrest Capital Management
California
$353K – – –