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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
451
Osterweis Capital Management
California
$2.36M – – –
PFS
452
Prospera Financial Services
Texas
$2.35M +$83.9K +3,223 +4%
SCM
453
SOL Capital Management
Maryland
$2.33M +$25.8K +992 +1%
MWM
454
Modera Wealth Management
New Jersey
$2.32M -$337K -12,950 -13%
TYCC
455
Texas Yale Capital Corp
Florida
$2.32M – – –
WCM
456
Weaver Capital Management
Georgia
$2.32M -$33.5M -1,285,598 -94%
HR
457
Howe & Rusling
New York
$2.31M +$1.51K +58 +0.1%
BCM
458
Barden Capital Management
Texas
$2.3M +$106K +4,077 +5%
AIM
459
AMI Investment Management
Indiana
$2.29M -$63.4K -2,435 -3%
OA
460
Operose Advisors
Wisconsin
$2.29M +$7.08K +272 +0.3%
FF
461
Financial Futures
New Jersey
$2.27M +$600K +23,041 +36%
PWM
462
Perigon Wealth Management
California
$2.27M +$179K +6,880 +9%
BIA
463
Bigelow Investment Advisors
Maine
$2.27M -$20.7K -796 -0.9%
FMP
464
Financial Management Professionals
Texas
$2.26M -$108K -4,148 -5%
TIA
465
Traphagen Investment Advisors
New Jersey
$2.25M -$12.4K -475 -0.5%
HI
466
Hendershot Investments
Virginia
$2.25M +$43.1K +1,655 +2%
SWM
467
SpringVest Wealth Management
Texas
$2.24M +$659K +25,330 +42%
ATI
468
ARK & TLK Investments
Oklahoma
$2.24M -$5.78K -222 -0.3%
APG
469
Abacus Planning Group
South Carolina
$2.24M -$29.5K -1,134 -1%
VCAM
470
Van Cleef Asset Management
Ohio
$2.22M – – –
Bank of New York Mellon
471
Bank of New York Mellon
New York
$2.21M +$7.55K +290 +0.3%
PA
472
Pinnacle Associates
New York
$2.2M +$7.52K +289 +0.3%
DOA
473
D'Orazio & Associates
Virginia
$2.2M +$51.4K +1,975 +2%
Baird Financial Group
474
Baird Financial Group
Wisconsin
$2.19M +$20.5K +789 +1%
FF
475
Farrow Financial
Vermont
$2.18M +$694K +26,673 +47%