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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
451
Crestwood Advisors Group
Massachusetts
$836K +$26.8K +1,668 +3%
HIC
452
Holderness Investments Company
North Carolina
$833K +$14.1K +876 +2%
CCM
453
Chilton Capital Management
Texas
$832K -$1.45K -90 -0.2%
BI
454
Blooom Inc
Kansas
$829K -$205K -12,756 -19%
WS
455
Wedbush Securities
California
$829K +$27.9K +1,737 +3%
VWA
456
VERITY Wealth Advisors
United States
$827K +$770 +48 +0.1%
ATC
457
Argent Trust Co
Tennessee
$825K – – –
UWPG
458
Ullmann Wealth Partners Group
Florida
$810K – – –
APA
459
American Portfolios Advisors
New York
$809K -$2.83M -176,625 -76%
CP
460
Corbenic Partners
Pennsylvania
$808K -$3.18K -198 -0.4%
GRP
461
Global Retirement Partners
California
$807K +$36.6K +2,283 +4%
PWM
462
Perigon Wealth Management
California
$803K -$39.4K -2,457 -4%
PRS
463
Pinkerton Retirement Specialists
Idaho
$800K -$243K -15,114 -22%
ECML
464
Eagle Capital Management (Louisiana)
Louisiana
$794K -$12.2M -762,513 -93%
GWA
465
GGM Wealth Advisors
Maryland
$790K +$108K +6,705 +14%
MFG
466
Merit Financial Group
Georgia
$766K +$835K +52,017 New
CA
467
Callahan Advisors
Texas
$765K -$12.9K -801 -2%
ODIJL
468
One Day In July LLC
Vermont
$760K – – –
DP
469
Denver PWM
Colorado
$756K -$27.1K -1,689 -3%
KeyBank National Association
470
KeyBank National Association
Ohio
$752K -$433 -27 -0.1%
GC
471
Grimes & Company
Massachusetts
$731K +$96 +6 +0%
MA
472
Momentum Advisors
New York
$731K +$797K +49,647 New
IAP
473
Indie Asset Partners
Indiana
$730K – – –
Baird Financial Group
474
Baird Financial Group
Wisconsin
$722K +$67.2K +4,188 +9%
SGCA
475
Steel Grove Capital Advisors
Tennessee
$719K – – –