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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
Cranbrook Wealth Management
Michigan
$733K – – –
MWM
452
Merriman Wealth Management
Washington
$726K +$28.2K +1,668 +4%
MIA
453
MainStreet Investment Advisors
Illinois
$724K – – –
TC
454
Tatro Capital
Kentucky
$723K -$28.3K -1,674 -4%
NDSI
455
Newman Dignan & Sheerar Inc
Rhode Island
$722K +$10.1K +594 +1%
NCMW
456
Northern Capital Management (Washington)
Washington
$720K +$3.05K +180 +0.4%
GG
457
Gofen & Glossberg
Illinois
$720K +$9.85K +582 +1%
I2I
458
Insight 2811 Inc
Illinois
$717K +$297K +17,544 +74%
Baird Financial Group
459
Baird Financial Group
Wisconsin
$713K +$2.94K +174 +0.4%
FNBT
460
FineMark National Bank & Trust
Florida
$710K +$1.73K +102 +0.3%
EGWAG
461
Elwood & Goetz Wealth Advisory Group
Georgia
$704K -$4.67K -276 -0.7%
IFS
462
Ifrah Financial Services
Arkansas
$703K +$9.34K +552 +1%
GT
463
Glenmede Trust
Pennsylvania
$702K -$10.2K -600 -1%
GCA
464
Genesee Capital Advisors
New York
$690K -$12.4M -731,004 -95%
EPM
465
Elm Partners Management
Pennsylvania
$690K +$102K +6,024 +18%
IA
466
IAM Advisory
Pennsylvania
$690K +$672K +39,732 New
LAM
467
LifePro Asset Management
California
$687K -$812 -48 -0.1%
CIC
468
Carnegie Investment Counsel
Ohio
$682K -$30K -1,770 -4%
GMA
469
Goldstein Munger & Associates
California
$679K -$12.2K -720 -2%
DSAM
470
Dock Street Asset Management
Florida
$677K -$199K -11,784 -23%
SAM
471
Summit Asset Management
Tennessee
$677K -$4.87K -288 -0.7%
FWM
472
Frontier Wealth Management
Missouri
$674K +$5.08K +300 +0.8%
CL
473
Choreo LLC
Illinois
$669K +$83.8K +4,950 +15%
WCM
474
Washburn Capital Management
Florida
$662K -$37.8K -2,232 -6%
WCM
475
WealthBridge Capital Management
Ohio
$642K -$35.4K -2,094 -5%