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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
476
Vanguard Personalized Indexing Management
California
$349K +$345K +26,274 New
MGIA
477
Moneta Group Investment Advisors
Missouri
$337K +$84.7K +6,444 +34%
BPM
478
Bowling Portfolio Management
Ohio
$333K -$308K -23,388 -48%
SSI
479
Scott & Selber Inc
Texas
$332K +$15.1K +1,146 +5%
MAM
480
Mastrapasqua Asset Management
Tennessee
$329K +$1.58K +120 +0.5%
NEGWA
481
New England Guild Wealth Advisors
Connecticut
$318K -$3.31K -252 -1%
LAIC
482
Lederer & Associates Investment Counsel
California
$314K -$618K -47,010 -67%
Lido Advisors
483
Lido Advisors
California
$314K +$311K +23,634 New
LWMT
484
Legacy Wealth Management (Tennessee)
Tennessee
$311K -$19.8K -1,506 -6%
AMIM
485
Aull & Monroe Investment Management
Alabama
$308K -$3.16K -240 -1%
JIC
486
Joel Isaacson & Co
New York
$305K +$1.81K +138 +0.6%
JWCA
487
J.W. Cole Advisors
Florida
$305K +$302K +22,998 New
VDI
488
Vaughan David Investments
Illinois
$299K
BP
489
Broadleaf Partners
Ohio
$293K +$5.29K +402 +2%
AAS
490
Annex Advisory Services
Wisconsin
$292K -$92.2K -7,014 -24%
AIM
491
Anchor Investment Management
South Carolina
$291K +$11K +840 +4%
MCM
492
Mengis Capital Management
Oregon
$290K -$2.37K -180 -0.8%
CAL
493
Capital Advisors Ltd
Ohio
$290K
TFS
494
TrustCore Financial Services
Tennessee
$287K -$23.1K -1,758 -8%
GC
495
Grimes & Company
Massachusetts
$285K +$158 +12 +0.1%
AF
496
Allworth Financial
California
$285K +$789 +60 +0.3%
CF
497
Centaurus Financial
California
$283K -$43.5K -3,306 -13%
PAM
498
Private Asset Management
California
$283K +$65.8K +5,004 +31%
RCAG
499
Rehmann Capital Advisory Group
Michigan
$282K
FCIM
500
Fairview Capital Investment Management
California
$280K -$1.97K -150 -0.7%