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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
451
Cantor Fitzgerald Investment Advisors
New York
$436K – – –
BFC
452
Bedel Financial Consulting
Indiana
$434K +$5.44K +414 +1%
JWM
453
Jeppson Wealth Management
California
$428K +$424K +32,250 New
ACM
454
Armbruster Capital Management
New York
$427K +$47.9K +3,642 +13%
OCM
455
One Capital Management
California
$426K -$107K -8,130 -20%
BFA
456
Beaumont Financial Advisors
Massachusetts
$422K -$17.9M -1,357,656 -98%
S
457
SignatureFD
Georgia
$420K -$8.99K -684 -2%
SAM
458
Summit Asset Management
Tennessee
$410K – – –
SSWM
459
Smith Salley Wealth Management
North Carolina
$407K – – –
CFA
460
Cahill Financial Advisors
Minnesota
$403K +$2.13K +162 +0.5%
CIBC Private Wealth Group
461
CIBC Private Wealth Group
Georgia
$403K +$399K +30,354 New
BCM
462
Bowie Capital Management
Texas
$398K – – –
AA
463
AF Advisors
California
$390K – – –
ODIJL
464
One Day In July LLC
Vermont
$389K – – –
IF
465
IRON Financial
Illinois
$387K +$5.52K +420 +1%
GC
466
Gilbert & Cook
Iowa
$385K – – –
Stifel Financial
467
Stifel Financial
Missouri
$383K -$67.6K -5,142 -15%
NFG
468
Next Financial Group
Texas
$382K +$17.5K +1,332 +5%
TC
469
TownSquare Capital
Utah
$380K – – –
KeyBank National Association
470
KeyBank National Association
Ohio
$375K -$31.4K -2,388 -8%
ACP
471
Aviance Capital Partners
Florida
$371K – – –
KBFS
472
Kohmann Bosshard Financial Services
Ohio
$366K +$57K +4,332 +19%
RWA
473
River Wealth Advisors
Pennsylvania
$357K -$33.4K -2,538 -9%
APP
474
Avantax Planning Partners
Iowa
$356K -$29.7K -2,256 -8%
ARMC
475
American Research & Management Company
Massachusetts
$354K – – –