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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
551
Seneca House Advisors
Virginia
$376K -$115K -6,798 -24%
AC
552
Abbrea Capital
California
$375K +$711 +42 +0.2%
LNC
553
Lincoln National Corp
Pennsylvania
$374K -$1.63K -96 -0.4%
RRCM
554
Rappaport Reiches Capital Management
Illinois
$374K +$364K +21,510 New
SFG
555
SevenBridge Financial Group
Pennsylvania
$372K +$43.2K +2,550 +14%
CC
556
Claybrook Capital
Massachusetts
$372K +$363K +21,426 New
PP
557
Palladium Partners
Virginia
$369K -$1.45M -85,506 -80%
RCAG
558
Rehmann Capital Advisory Group
Michigan
$369K
NEGWA
559
New England Guild Wealth Advisors
Connecticut
$366K
AMIM
560
Aull & Monroe Investment Management
Alabama
$363K
TW
561
Transform Wealth
Colorado
$361K +$17K +1,002 +5%
LAIC
562
Lederer & Associates Investment Counsel
California
$360K
AssetMark Inc
563
AssetMark Inc
California
$355K +$179K +10,566 +107%
CW
564
CreativeOne Wealth
Kansas
$354K -$31.3K -1,848 -8%
SFG
565
Sovereign Financial Group
Connecticut
$352K
HIP
566
HUB Investment Partners
Texas
$350K +$43.2K +2,550 +15%
DY
567
Dowling & Yahnke
California
$350K +$54.2K +3,204 +19%
AWM
568
AE Wealth Management
Kansas
$349K +$7.01K +414 +2%
TIA
569
Tiemann Investment Advisors
California
$342K -$12.3K -726 -4%
JC
570
Jacobs & Co
California
$342K -$2.03K -120 -0.6%
OWM
571
Orgel Wealth Management
Wisconsin
$340K -$8.02K -474 -2%
PAM
572
Private Asset Management
California
$340K
VCM
573
Versant Capital Management
Arizona
$339K -$246K -14,520 -43%
MFT
574
Moisand Fitzgerald Tamayo
Florida
$334K -$58.5K -3,456 -15%
GKWIM
575
Gerber Kawasaki Wealth & Investment Management
California
$328K -$78.7K -4,650 -20%