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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
451
Sullivan, Bruyette, Speros & Blaney
Virginia
$458K +$208 +18 +0%
CL
452
Choreo LLC
Illinois
$455K +$101K +8,790 +31%
VCM
453
Vigilant Capital Management
Maine
$449K -$74.1K -6,432 -15%
LW
454
Linscomb Wealth
Texas
$436K -$113K -9,786 -22%
CFIA
455
Cantor Fitzgerald Investment Advisors
New York
$436K +$33K +2,862 +9%
APA
456
American Portfolios Advisors
New York
$432K +$32.7K +2,838 +9%
EFSCE
457
Enterprise Financial Services Corp (EFSC)
Missouri
$425K -$73.4K -6,366 -15%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$425K +$138 +12 +0%
Stifel Financial
459
Stifel Financial
Missouri
$416K -$9.2K -798 -2%
FIM
460
Frontier Investment Management
Texas
$399K -$15.5K -1,344 -4%
CIC
461
Carnegie Investment Counsel
Ohio
$398K -$141K -12,228 -27%
S
462
SignatureFD
Georgia
$396K +$13.4K +1,164 +4%
BFC
463
Bedel Financial Consulting
Indiana
$395K -$17K -1,476 -4%
CP
464
Corbenic Partners
Pennsylvania
$387K -$10.2K -888 -3%
GBBWRPM
465
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$386K -$647K -56,136 -64%
MCM
466
Maxim Capital Management
California
$382K +$33.9K +2,940 +11%
SAM
467
Summit Asset Management
Tennessee
$378K – – –
IWM
468
IHT Wealth Management
Illinois
$376K -$137K -11,880 -28%
KeyBank National Association
469
KeyBank National Association
Ohio
$375K -$7.72M -669,888 -96%
SSWM
470
Smith Salley Wealth Management
North Carolina
$375K – – –
CFA
471
Cahill Financial Advisors
Minnesota
$370K +$8.85K +768 +3%
BCM
472
Bowie Capital Management
Texas
$367K -$138K -12,000 -29%
RWA
473
River Wealth Advisors
Pennsylvania
$361K +$899 +78 +0.3%
ODIJL
474
One Day In July LLC
Vermont
$359K – – –
AA
475
AF Advisors
California
$359K +$6.92K +600 +2%