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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
526
Cubic Asset Management
Massachusetts
$234K +$232K +17,610 New
SFP
527
Shepherd Financial Partners
Massachusetts
$233K +$1.89K +144 +0.8%
CP
528
Corbenic Partners
Pennsylvania
$232K -$186K -14,178 -45%
GLLW
529
Graves Light Lenhart Wealth
Virginia
$231K +$1.1K +84 +0.5%
APSP
530
Asset Planning Services (Pennsylvania)
Pennsylvania
$230K -$2.21K -168 -1%
PAM
531
Premier Asset Management
Illinois
$230K – – –
HPWM
532
Highland Private Wealth Management
Washington
$229K – – –
WA
533
Wealth Architects
California
$228K +$158 +12 +0.1%
Cerity Partners
534
Cerity Partners
New York
$228K +$226K +17,178 New
QCMNJ
535
Quantum Capital Management (New Jersey)
New Jersey
$227K -$18.3K -1,392 -8%
BWA
536
Burt Wealth Advisors
Maryland
$222K – – –
DY
537
Dowling & Yahnke
California
$220K -$34.2K -2,604 -14%
Fifth Third Bancorp
538
Fifth Third Bancorp
Ohio
$217K – – –
Thrivent Financial for Lutherans
539
Thrivent Financial for Lutherans
Minnesota
$217K +$215K +16,350 New
AWM
540
AE Wealth Management
Kansas
$214K +$212K +16,110 New
PA
541
Paracle Advisors
Washington
$213K +$212K +16,098 New
BWA
542
BlueSky Wealth Advisors
North Carolina
$211K +$198K +15,090 New
CCP
543
Clarkston Capital Partners
Michigan
$210K +$2.76K +210 +1%
EH
544
Equitable Holdings
New York
$208K +$206K +15,654 New
OFW
545
Omnia Family Wealth
Florida
$207K +$205K +15,600 New
FVWA
546
Foster Victor Wealth Advisors
South Carolina
$207K +$205K +15,612 New
HWA
547
Heritage Wealth Advisors
Virginia
$206K – – –
RFA
548
Reilly Financial Advisors
California
$206K – – –
FM
549
Foster & Motley
Ohio
$206K +$204K +15,486 New
WTC
550
WhitTier Trust Company
Nevada
$204K – – –