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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
451
Armbruster Capital Management
New York
$427K +$47.9K +3,642 +13%
OCM
452
One Capital Management
California
$426K -$107K -8,130 -20%
BFA
453
Beaumont Financial Advisors
Massachusetts
$422K -$17.9M -1,357,656 -98%
S
454
SignatureFD
Georgia
$420K -$8.99K -684 -2%
SAM
455
Summit Asset Management
Tennessee
$410K
SSWM
456
Smith Salley Wealth Management
North Carolina
$407K
CFA
457
Cahill Financial Advisors
Minnesota
$403K +$2.13K +162 +0.5%
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$403K +$399K +30,354 New
BCM
459
Bowie Capital Management
Texas
$398K
AA
460
AF Advisors
California
$390K
ODIJL
461
One Day In July LLC
Vermont
$389K
IF
462
IRON Financial
Illinois
$387K +$5.52K +420 +1%
GC
463
Gilbert & Cook
Iowa
$385K
Stifel Financial
464
Stifel Financial
Missouri
$383K -$67.6K -5,142 -15%
NFG
465
Next Financial Group
Texas
$382K +$17.5K +1,332 +5%
TC
466
TownSquare Capital
Utah
$380K
KeyBank National Association
467
KeyBank National Association
Ohio
$375K -$31.4K -2,388 -8%
ACP
468
Aviance Capital Partners
Florida
$371K
KBFS
469
Kohmann Bosshard Financial Services
Ohio
$366K +$57K +4,332 +19%
RWA
470
River Wealth Advisors
Pennsylvania
$357K -$33.4K -2,538 -9%
APP
471
Avantax Planning Partners
Iowa
$356K -$29.7K -2,256 -8%
ARMC
472
American Research & Management Company
Massachusetts
$354K
EWA
473
EP Wealth Advisors
California
$352K -$151K -11,514 -30%
CL
474
Choreo LLC
Illinois
$350K -$142K -10,770 -29%
Bank of New York Mellon
475
Bank of New York Mellon
New York
$349K -$166K -12,606 -32%