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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIC
451
Holderness Investments Company
North Carolina
$951K +$146K +9,324 +19%
CCM
452
Chilton Capital Management
Texas
$949K +$71.2K +4,554 +8%
CNFG
453
Creegan & Nassoura Financial Group
New Hampshire
$945K
CTA
454
Chesley Taft & Associates
Illinois
$941K -$469 -30 -0.1%
EWM
455
Evermay Wealth Management
Virginia
$938K +$188 +12 +0%
AF
456
Allworth Financial
California
$937K +$18.2K +1,164 +2%
SBH
457
Segall Bryant & Hamill
Illinois
$928K -$7.22K -462 -0.8%
CSI
458
Cross Staff Investments
New York
$919K +$46.1K +2,949 +5%
PAMG
459
Patton Albertson Miller Group
Tennessee
$916K -$42.1K -2,691 -4%
TPWM
460
Twelve Points Wealth Management
Massachusetts
$914K -$16.9K -1,083 -2%
GP
461
Greenline Partners
New York
$913K +$3.42K +219 +0.4%
OCM
462
One Capital Management
California
$907K -$106K -6,798 -11%
RG
463
Retirement Group
California
$905K -$361K -23,091 -29%
OPWM
464
Oakwell Private Wealth Management
Texas
$901K -$704 -45 -0.1%
ICG
465
InterOcean Capital Group
Tennessee
$900K +$27.6K +1,767 +3%
BDWCC
466
B&D White Capital Company
Texas
$899K +$104K +6,645 +13%
VWA
467
VERITY Wealth Advisors
United States
$898K +$2.35K +150 +0.3%
Stifel Financial
468
Stifel Financial
Missouri
$896K +$364K +23,262 +71%
SSWM
469
Smith Salley Wealth Management
North Carolina
$890K -$46.9K -3,000 -5%
CRC
470
Curi RMB Capital
Illinois
$887K -$2.96K -189 -0.3%
UWPG
471
Ullmann Wealth Partners Group
Florida
$877K +$94 +6 +0%
AWM
472
Axxcess Wealth Management
California
$872K +$43.7K +2,793 +5%
CAG
473
Crestwood Advisors Group
Massachusetts
$872K -$9.19K -588 -1%
SCM
474
Seascape Capital Management
New Hampshire
$866K -$291K -18,618 -26%
BF
475
Brooklyn FI
New York
$854K +$208K +13,308 +142%