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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
526
Colton Groome Financial Advisors
North Carolina
$459K +$447K +26,394 New
Bank of New York Mellon
527
Bank of New York Mellon
New York
$456K -$1.52K -90 -0.3%
RWA
528
River Wealth Advisors
Pennsylvania
$451K +$28.1K +1,662 +7%
LIM
529
Loudon Investment Management
New Hampshire
$449K +$65.5K +3,870 +12%
RF
530
Rollins Financial
Georgia
$445K – – –
CFA
531
Cahill Financial Advisors
Minnesota
$443K -$12.2K -720 -3%
BPM
532
Bowling Portfolio Management
Ohio
$439K -$108K -6,402 -20%
US Bancorp
533
US Bancorp
Minnesota
$438K +$275K +16,254 +181%
HPWM
534
Highland Private Wealth Management
Washington
$436K +$12K +708 +3%
SWA
535
Sightline Wealth Advisors
Connecticut
$433K +$4.57K +270 +1%
PAM
536
Palisade Asset Management
Minnesota
$428K +$76.2K +4,500 +22%
PFM
537
Parsec Financial Management
North Carolina
$427K +$416K +24,576 New
MAM
538
Mastrapasqua Asset Management
Tennessee
$423K – – –
BP
539
Broadleaf Partners
Ohio
$423K +$30K +1,770 +8%
MWM
540
Mission Wealth Management
California
$419K – – –
CWM
541
Cadence Wealth Management
Massachusetts
$417K -$46.4K -2,742 -10%
KBFS
542
Kohmann Bosshard Financial Services
Ohio
$407K – – –
AWM
543
Altus Wealth Management
Kentucky
$403K +$6.8K +402 +2%
CAL
544
Capital Advisors Ltd
Ohio
$394K – – –
TC
545
TownSquare Capital
Utah
$391K – – –
SSI
546
Scott & Selber Inc
Texas
$387K -$2.03K -120 -0.5%
AIM
547
Anchor Investment Management
South Carolina
$386K +$4.06K +240 +1%
JIC
548
Joel Isaacson & Co
New York
$386K +$1.12K +66 +0.3%
VWA
549
Visionary Wealth Advisors
Illinois
$384K -$4.02M -237,324 -91%
CA
550
Crewe Advisors
Utah
$381K +$371K +21,918 New