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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$592K – – –
CWM
502
Cranbrook Wealth Management
Michigan
$591K – – –
RPWA
503
Regent Peak Wealth Advisors
Georgia
$591K +$89.6K +5,757 +16%
BPM
504
Bowling Portfolio Management
Ohio
$590K +$18K +1,158 +3%
USCWA
505
U.S. Capital Wealth Advisors
Texas
$589K -$21.6K -1,386 -3%
SAF
506
Smith Anglin Financial
Texas
$587K +$2.8K +180 +0.4%
NCMW
507
Northern Capital Management (Washington)
Washington
$584K +$4.99K +321 +0.8%
MIA
508
MainStreet Investment Advisors
Illinois
$583K – – –
MWM
509
Merriman Wealth Management
Washington
$582K +$1.17K +75 +0.2%
TAM
510
Townsend Asset Management
North Carolina
$580K -$15.4K -990 -2%
SAM
511
Stone Asset Management
Texas
$561K +$2.71K +174 +0.4%
CFG
512
Citizens Financial Group
Rhode Island
$557K +$2.66K +171 +0.4%
SAM
513
Summit Asset Management
Tennessee
$556K +$6.77K +435 +1%
DOA
514
D'Orazio & Associates
Virginia
$555K +$617K +39,630 New
LAM
515
LifePro Asset Management
California
$554K – – –
Rockefeller Capital Management
516
Rockefeller Capital Management
New York
$553K -$15.1K -972 -2%
SIG
517
Stonegate Investment Group
Alabama
$550K -$15.8K -1,014 -3%
DSAM
518
Dock Street Asset Management
Florida
$546K – – –
GMA
519
Goldstein Munger & Associates
California
$546K – – –
CA
520
Cetera Advisors
Colorado
$546K +$186K +11,943 +44%
IAA
521
Independent Advisor Alliance
North Carolina
$543K +$604K +38,805 New
EGWAG
522
Elwood & Goetz Wealth Advisory Group
Georgia
$539K +$5.23K +336 +0.9%
CIC
523
Carnegie Investment Counsel
Ohio
$535K -$1.26K -81 -0.2%
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$528K +$405K +26,013 +222%
PA
525
Perennial Advisors
New York
$526K +$34.1K +2,190 +6%