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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
Barrett & Company
Rhode Island
$628K
USCWA
527
U.S. Capital Wealth Advisors
Texas
$623K -$5.09K -339 -0.8%
MIA
528
MainStreet Investment Advisors
Illinois
$622K
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$622K -$10.1K -672 -2%
MWM
530
Merriman Wealth Management
Washington
$621K
TAM
531
Townsend Asset Management
North Carolina
$613K -$6.09K -405 -1%
MAG
532
Mayfair Advisory Group
Alabama
$611K +$365K +24,279 +151%
SAM
533
Stone Asset Management
Texas
$601K +$2.75K +183 +0.5%
SAM
534
Summit Asset Management
Tennessee
$599K +$5.68K +378 +1%
CFG
535
Citizens Financial Group
Rhode Island
$598K +$2.75K +183 +0.5%
EPM
536
Elm Partners Management
Pennsylvania
$596K -$1.17M -77,898 -66%
TCM
537
True Capital Management
California
$595K +$598K +39,807 New
LAM
538
LifePro Asset Management
California
$591K
CIC
539
Carnegie Investment Counsel
Ohio
$589K +$18.4K +1,221 +3%
DSAM
540
Dock Street Asset Management
Florida
$582K
US Bancorp
541
US Bancorp
Minnesota
$578K +$23.9K +1,590 +4%
DP
542
Denver PWM
Colorado
$578K -$154K -10,215 -21%
EGWAG
543
Elwood & Goetz Wealth Advisory Group
Georgia
$562K -$13.4K -894 -2%
CF
544
Cantor Fitzgerald
New York
$560K +$11.1K +741 +2%
SFS
545
Stiles Financial Services
Minnesota
$557K +$90 +6 +0%
HNB
546
Huntington National Bank
Ohio
$556K
NA
547
NewEdge Advisors
Louisiana
$552K +$252K +16,797 +20%
Rockefeller Capital Management
548
Rockefeller Capital Management
New York
$551K -$39K -2,598 -7%
TCM
549
Twele Capital Management
Minnesota
$551K +$13.3K +888 +2%
GJIA
550
Glass Jacobson Investment Advisors
Maryland
$549K +$553K +36,786 New