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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$1.12M +$499K +28,887 +92%
MWM
477
Mission Wealth Management
California
$1.11M +$537K +31,089 +108%
KAS
478
Kestra Advisory Services
Texas
$1.11M -$56.3K -3,258 -5%
DI
479
Diligent Investors
California
$1.11M -$234K -13,554 -18%
BDWCC
480
B&D White Capital Company
Texas
$1.1M +$41.6K +2,409 +4%
MCCP
481
Mission Creek Capital Partners
California
$1.09M -$10.9K -633 -1%
KeyBank National Association
482
KeyBank National Association
Ohio
$1.09M -$30.1K -1,740 -3%
Financial Engines Advisors
483
Financial Engines Advisors
California
$1.08M +$543K +31,443 +118%
SAM
484
Smithbridge Asset Management
Pennsylvania
$1.08M -$1.81K -105 -0.2%
CCM
485
Chilton Capital Management
Texas
$1.08M -$16.8K -975 -2%
SCP
486
Shorepoint Capital Partners
Massachusetts
$1.07M -$29.2K -1,689 -3%
Bank of New York Mellon
487
Bank of New York Mellon
New York
$1.07M -$6.42K -372 -0.6%
NDSI
488
Newman Dignan & Sheerar Inc
Rhode Island
$1.07M +$47.2K +2,730 +5%
CNFG
489
Creegan & Nassoura Financial Group
New Hampshire
$1.07M
EWM
490
Evermay Wealth Management
Virginia
$1.07M -$6.11K -354 -0.6%
EGWAG
491
Elwood & Goetz Wealth Advisory Group
Georgia
$1.06M -$22.6K -1,311 -2%
SCM
492
Seascape Capital Management
New Hampshire
$1.04M +$30.2K +1,746 +3%
VWA
493
VERITY Wealth Advisors
United States
$1.04M
FAIM
494
Financial Advocates Investment Management
Washington
$1.04M -$2.8K -162 -0.3%
CTA
495
Chesley Taft & Associates
Illinois
$1.03M -$7.77K -450 -0.8%
MTIC
496
Missouri Trust & Investment Company
Missouri
$1.03M -$13.7K -792 -1%
CSI
497
Cross Staff Investments
New York
$1.03M -$32.3K -1,872 -3%
TWM
498
Thrive Wealth Management
Pennsylvania
$1.03M +$78.3K +4,536 +9%
UWPG
499
Ullmann Wealth Partners Group
Florida
$1.02M +$104 +6 +0%
PWM
500
Perigon Wealth Management
California
$1.02M +$40.3K +2,331 +4%