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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSAM
476
Dock Street Asset Management
Florida
$675K
SAM
477
Summit Asset Management
Tennessee
$675K
MAG
478
Mayfair Advisory Group
Alabama
$673K +$76.1K +4,278 +12%
PPA
479
Parametric Portfolio Associates
Washington
$645K +$34.5K +1,938 +5%
FM
480
Foster & Motley
Ohio
$644K -$359K -20,160 -35%
CA
481
Cetera Advisors
Colorado
$642K +$55.6K +3,126 +9%
WCM
482
WealthBridge Capital Management
Ohio
$638K -$534 -30 -0.1%
FWM
483
Frontier Wealth Management
Missouri
$630K -$42.2K -2,370 -6%
CBFP
484
Cedar Brook Financial Partners
Ohio
$629K -$320 -18 -0%
BFC
485
Bedel Financial Consulting
Indiana
$622K +$6.94K +390 +1%
SFG
486
StrategIQ Financial Group
Indiana
$621K -$7.79K -438 -1%
HA
487
Harborview Advisors
Maine
$621K -$854 -48 -0.1%
WFA
488
West Financial Advisors
Iowa
$613K +$18.7K +1,050 +3%
CWM
489
Cabot Wealth Management
Massachusetts
$608K
Stifel Financial
490
Stifel Financial
Missouri
$605K +$82.7K +4,650 +15%
AL
491
ACAS LLC
California
$603K -$9.5K -534 -2%
MAS
492
Managed Account Services
Florida
$597K -$18.1K -1,020 -3%
BA
493
Bridgewater Advisors
New York
$586K -$23.2K -1,302 -4%
CA
494
Claro Advisors
Massachusetts
$583K
MGIA
495
Moneta Group Investment Advisors
Missouri
$581K +$83.2K +4,680 +16%
LWMT
496
Legacy Wealth Management (Tennessee)
Tennessee
$580K +$80.7K +4,536 +16%
ACM
497
Armbruster Capital Management
New York
$575K -$2.03K -114 -0.3%
WANY
498
Wealthspire Advisors (New York)
New York
$575K +$591K +33,222 New
VCM
499
Vigilant Capital Management
Maine
$570K -$2.67K -150 -0.5%
AF
500
Allworth Financial
California
$569K -$320 -18 -0.1%