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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
551
Fairview Capital Investment Management
California
$378K +$13.8K +816 +4%
SHA
552
Seneca House Advisors
Virginia
$376K -$115K -6,798 -24%
AC
553
Abbrea Capital
California
$375K +$711 +42 +0.2%
LNC
554
Lincoln National Corp
Pennsylvania
$374K -$1.63K -96 -0.4%
RRCM
555
Rappaport Reiches Capital Management
Illinois
$374K +$364K +21,510 New
SFG
556
SevenBridge Financial Group
Pennsylvania
$372K +$43.2K +2,550 +14%
CC
557
Claybrook Capital
Massachusetts
$372K +$363K +21,426 New
PP
558
Palladium Partners
Virginia
$369K -$1.45M -85,506 -80%
RCAG
559
Rehmann Capital Advisory Group
Michigan
$369K – – –
NEGWA
560
New England Guild Wealth Advisors
Connecticut
$366K – – –
AMIM
561
Aull & Monroe Investment Management
Alabama
$363K – – –
TW
562
Transform Wealth
Colorado
$361K +$17K +1,002 +5%
LAIC
563
Lederer & Associates Investment Counsel
California
$360K – – –
AssetMark Inc
564
AssetMark Inc
California
$355K +$179K +10,566 +107%
CW
565
CreativeOne Wealth
Kansas
$354K -$31.3K -1,848 -8%
SFG
566
Sovereign Financial Group
Connecticut
$352K – – –
HIP
567
HUB Investment Partners
Texas
$350K +$43.2K +2,550 +15%
DY
568
Dowling & Yahnke
California
$350K +$54.2K +3,204 +19%
AWM
569
AE Wealth Management
Kansas
$349K +$7.01K +414 +2%
TIA
570
Tiemann Investment Advisors
California
$342K -$12.3K -726 -4%
JC
571
Jacobs & Co
California
$342K -$2.03K -120 -0.6%
OWM
572
Orgel Wealth Management
Wisconsin
$340K -$8.02K -474 -2%
PAM
573
Private Asset Management
California
$340K – – –
VCM
574
Versant Capital Management
Arizona
$339K -$246K -14,520 -43%
MFT
575
Moisand Fitzgerald Tamayo
Florida
$334K -$58.5K -3,456 -15%