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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
451
Choreo LLC
Illinois
$455K +$101K +8,790 +31%
VCM
452
Vigilant Capital Management
Maine
$449K -$74.1K -6,432 -15%
LW
453
Linscomb Wealth
Texas
$436K -$113K -9,786 -22%
CFIA
454
Cantor Fitzgerald Investment Advisors
New York
$436K +$33K +2,862 +9%
APA
455
American Portfolios Advisors
New York
$432K +$32.7K +2,838 +9%
EFSCE
456
Enterprise Financial Services Corp (EFSC)
Missouri
$425K -$73.4K -6,366 -15%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$425K +$138 +12 +0%
Stifel Financial
458
Stifel Financial
Missouri
$416K -$9.2K -798 -2%
FIM
459
Frontier Investment Management
Texas
$399K -$15.5K -1,344 -4%
CIC
460
Carnegie Investment Counsel
Ohio
$398K -$141K -12,228 -27%
S
461
SignatureFD
Georgia
$396K +$13.4K +1,164 +4%
BFC
462
Bedel Financial Consulting
Indiana
$395K -$17K -1,476 -4%
CP
463
Corbenic Partners
Pennsylvania
$387K -$10.2K -888 -3%
GBBWRPM
464
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$386K -$647K -56,136 -64%
MCM
465
Maxim Capital Management
California
$382K +$33.9K +2,940 +11%
SAM
466
Summit Asset Management
Tennessee
$378K
IWM
467
IHT Wealth Management
Illinois
$376K -$137K -11,880 -28%
KeyBank National Association
468
KeyBank National Association
Ohio
$375K -$7.72M -669,888 -96%
SSWM
469
Smith Salley Wealth Management
North Carolina
$375K
CFA
470
Cahill Financial Advisors
Minnesota
$370K +$8.85K +768 +3%
BCM
471
Bowie Capital Management
Texas
$367K -$138K -12,000 -29%
RWA
472
River Wealth Advisors
Pennsylvania
$361K +$899 +78 +0.3%
ODIJL
473
One Day In July LLC
Vermont
$359K
AA
474
AF Advisors
California
$359K +$6.92K +600 +2%
APP
475
Avantax Planning Partners
Iowa
$356K +$138 +12 +0%