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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
Cabot Wealth Management
Massachusetts
$591K -$65K -4,566 -10%
IFS
452
Ifrah Financial Services
Arkansas
$591K -$4.96K -348 -0.9%
NFG
453
Next Financial Group
Texas
$589K +$143K +10,074 +35%
SCA
454
Stonebridge Capital Advisors
Minnesota
$587K – – –
NS
455
Newman & Schimel
Illinois
$578K +$543K +38,100 New
SFG
456
StrategIQ Financial Group
Indiana
$577K -$104K -7,284 -16%
CAI
457
Capital Advisors Inc
Oklahoma
$566K -$39.1K -2,742 -7%
SHA
458
Seneca House Advisors
Virginia
$566K -$38.8K -2,724 -7%
Lido Advisors
459
Lido Advisors
California
$564K +$193K +13,560 +57%
FWM
460
Frontier Wealth Management
Missouri
$563K -$90.8K -6,378 -15%
SBSB
461
Sullivan, Bruyette, Speros & Blaney
Virginia
$563K +$684 +48 +0.1%
CAN
462
Cetera Advisor Networks
California
$562K -$88.3K -6,198 -14%
GC
463
Garde Capital
Washington
$558K -$72K -5,052 -12%
LAM
464
LifePro Asset Management
California
$556K +$522K +36,672 New
MAG
465
Mayfair Advisory Group
Alabama
$555K -$302K -21,174 -37%
IWM
466
IHT Wealth Management
Illinois
$549K +$25.8K +1,812 +5%
TC
467
TownSquare Capital
Utah
$542K +$104K +7,296 +26%
WAM
468
Weatherly Asset Management
California
$539K – – –
MAS
469
Managed Account Services
Florida
$539K +$3.5K +246 +0.7%
S
470
SignatureFD
Georgia
$530K +$46.3K +3,252 +10%
VCM
471
Versant Capital Management
Arizona
$529K -$14.6K -1,026 -3%
CA
472
Cetera Advisors
Colorado
$527K -$113K -7,902 -19%
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$524K -$4.79K -336 -1%
CA
474
Claro Advisors
Massachusetts
$515K -$5.47K -384 -1%
PFO
475
Pathstone Family Office
New Jersey
$515K – – –