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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
476
EP Wealth Advisors
California
$352K -$151K -11,514 -30%
CL
477
Choreo LLC
Illinois
$350K -$142K -10,770 -29%
Bank of New York Mellon
478
Bank of New York Mellon
New York
$349K -$166K -12,606 -32%
Vanguard Personalized Indexing Management
479
Vanguard Personalized Indexing Management
California
$349K +$345K +26,274 New
MGIA
480
Moneta Group Investment Advisors
Missouri
$337K +$84.7K +6,444 +34%
BPM
481
Bowling Portfolio Management
Ohio
$333K -$308K -23,388 -48%
SSI
482
Scott & Selber Inc
Texas
$332K +$15.1K +1,146 +5%
MAM
483
Mastrapasqua Asset Management
Tennessee
$329K +$1.58K +120 +0.5%
NEGWA
484
New England Guild Wealth Advisors
Connecticut
$318K -$3.31K -252 -1%
LAIC
485
Lederer & Associates Investment Counsel
California
$314K -$618K -47,010 -67%
Lido Advisors
486
Lido Advisors
California
$314K +$311K +23,634 New
LWMT
487
Legacy Wealth Management (Tennessee)
Tennessee
$311K -$19.8K -1,506 -6%
AMIM
488
Aull & Monroe Investment Management
Alabama
$308K -$3.16K -240 -1%
JIC
489
Joel Isaacson & Co
New York
$305K +$1.81K +138 +0.6%
JWCA
490
J.W. Cole Advisors
Florida
$305K +$302K +22,998 New
VDI
491
Vaughan David Investments
Illinois
$299K – – –
BP
492
Broadleaf Partners
Ohio
$293K +$5.29K +402 +2%
AAS
493
Annex Advisory Services
Wisconsin
$292K -$92.2K -7,014 -24%
AIM
494
Anchor Investment Management
South Carolina
$291K +$11K +840 +4%
MCM
495
Mengis Capital Management
Oregon
$290K -$2.37K -180 -0.8%
CAL
496
Capital Advisors Ltd
Ohio
$290K – – –
TFS
497
TrustCore Financial Services
Tennessee
$287K -$23.1K -1,758 -8%
GC
498
Grimes & Company
Massachusetts
$285K +$158 +12 +0.1%
AF
499
Allworth Financial
California
$285K +$789 +60 +0.3%
CF
500
Centaurus Financial
California
$283K -$43.5K -3,306 -13%