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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
501
One Capital Management
California
$487K -$12.9K -816 -3%
MHR
502
Matthew Hamilton Rosenberg
$487K +$259K +16,422 +119%
Stifel Financial
503
Stifel Financial
Missouri
$486K +$58.1K +3,684 +14%
BCM
504
Bowie Capital Management
Texas
$484K – – –
CFIA
505
Cantor Fitzgerald Investment Advisors
New York
$476K – – –
KPWS
506
Kestra Private Wealth Services
Texas
$473K -$8.32K -528 -2%
IF
507
IRON Financial
Illinois
$469K +$3.12K +198 +0.7%
GC
508
Gilbert & Cook
Iowa
$468K – – –
SHA
509
Seneca House Advisors
Virginia
$458K -$140K -8,892 -24%
TC
510
TAP Consulting
Missouri
$454K +$177K +11,196 +66%
ACP
511
Aviance Capital Partners
Florida
$450K – – –
BOS
512
Bingham Osborn & Scarborough
California
$449K +$439K +27,828 New
ICG
513
InterOcean Capital Group
Tennessee
$444K -$38.5K -2,442 -8%
APP
514
Avantax Planning Partners
Iowa
$432K +$4.07K +258 +1%
CWM
515
Cadence Wealth Management
Massachusetts
$431K +$422K +26,748 New
ARMC
516
American Research & Management Company
Massachusetts
$430K – – –
Bank of New York Mellon
517
Bank of New York Mellon
New York
$424K -$25.9K -1,644 -6%
CFA
518
Cahill Financial Advisors
Minnesota
$422K -$49K -3,108 -11%
PFS
519
Prospera Financial Services
Texas
$422K +$29.8K +1,890 +8%
RF
520
Rollins Financial
Georgia
$412K – – –
MGIA
521
Moneta Group Investment Advisors
Missouri
$406K +$68.6K +4,350 +21%
LWMT
522
Legacy Wealth Management (Tennessee)
Tennessee
$398K -$18.7K -1,188 -5%
SWA
523
Sightline Wealth Advisors
Connecticut
$398K +$662 +42 +0.2%
HPWM
524
Highland Private Wealth Management
Washington
$393K +$113K +7,164 +42%
MAM
525
Mastrapasqua Asset Management
Tennessee
$392K -$757 -48 -0.2%