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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
SVA Wealth Management
Wisconsin
$510K -$5.64K -396 -1%
WFA
477
West Financial Advisors
Iowa
$510K +$479K +33,624 New
JWM
478
Jeppson Wealth Management
California
$491K +$1.71K +120 +0.4%
CIC
479
Carnegie Investment Counsel
Ohio
$486K -$108K -7,560 -19%
BFC
480
Bedel Financial Consulting
Indiana
$484K -$10.3K -720 -2%
CL
481
Choreo LLC
Illinois
$481K +$76K +5,334 +20%
Millennium Management
482
Millennium Management
New York
$479K -$493K -34,632 -52%
CFIA
483
Cantor Fitzgerald Investment Advisors
New York
$476K -$60.3K -4,236 -12%
BFA
484
Beacon Financial Advisory
Ohio
$476K +$447K +31,410 New
OCM
485
One Capital Management
California
$471K -$14.1K -990 -3%
SAM
486
Summit Asset Management
Tennessee
$469K
VDI
487
Vaughan David Investments
Illinois
$469K +$120K +8,400 +37%
ACM
488
Armbruster Capital Management
New York
$465K -$21.8K -1,530 -5%
CIBC Private Wealth Group
489
CIBC Private Wealth Group
Georgia
$456K -$4.36K -306 -1%
BCM
490
Bowie Capital Management
Texas
$455K
ICG
491
InterOcean Capital Group
Tennessee
$455K +$427K +30,000 New
KPWS
492
Kestra Private Wealth Services
Texas
$452K -$498K -34,950 -54%
AA
493
AF Advisors
California
$446K +$1.71K +120 +0.4%
CFA
494
Cahill Financial Advisors
Minnesota
$444K -$15K -1,050 -3%
GC
495
Gilbert & Cook
Iowa
$440K
IF
496
IRON Financial
Illinois
$438K -$3.33K -234 -0.8%
FMP
497
Financial Management Professionals
Texas
$431K +$260K +18,228 +179%
BPM
498
Bowling Portfolio Management
Ohio
$427K +$43.6K +3,060 +12%
ACP
499
Aviance Capital Partners
Florida
$424K
Bank of New York Mellon
500
Bank of New York Mellon
New York
$424K +$23.5K +1,650 +6%