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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
551
West Financial Advisors
Iowa
$455K -$68.8K -4,422 -12%
RI
552
Rinkey Investments
California
$452K +$12.8K +825 +3%
SOS
553
Silver Oak Securities
Tennessee
$451K +$127K +8,190 +43%
APP
554
Avantax Planning Partners
Iowa
$445K -$41.5K -2,667 -8%
Stifel Financial
555
Stifel Financial
Missouri
$432K -$68K -4,368 -12%
WCM
556
Washburn Capital Management
Florida
$430K -$17.9K -1,152 -4%
LIM
557
Loudon Investment Management
New Hampshire
$430K +$17K +1,095 +6%
TFS
558
TrustCore Financial Services
Tennessee
$428K -$90.4K -5,811 -16%
ACM
559
Armbruster Capital Management
New York
$428K -$12.5K -804 -3%
PFS
560
Prospera Financial Services
Texas
$428K -$3.59K -231 -0.7%
CBFP
561
Cedar Brook Financial Partners
Ohio
$427K -$108K -6,939 -19%
OCM
562
One Capital Management
California
$427K -$428K -27,483 -47%
IIC
563
Ironwood Investment Counsel
Arizona
$424K
RWA
564
Redmont Wealth Advisors
Illinois
$420K -$93.1K -5,982 -17%
ACP
565
Aviance Capital Partners
Florida
$420K
BAM
566
Bosun Asset Management
Illinois
$420K
HBT
567
Hills Bank & Trust
Iowa
$420K
GC
568
Gilbert & Cook
Iowa
$417K
Vanguard Personalized Indexing Management
569
Vanguard Personalized Indexing Management
California
$416K -$587K -37,722 -56%
CFB
570
Cullen/Frost Bankers
Texas
$416K
NSIM
571
North Star Investment Management
Illinois
$411K
FM
572
Foster & Motley
Ohio
$410K -$205K -13,197 -31%
Bank of New York Mellon
573
Bank of New York Mellon
New York
$409K +$23.5K +1,512 +5%
GW
574
GW & Wade
Massachusetts
$404K +$136K +8,754 +44%
IFA
575
Index Fund Advisors
California
$402K +$1.54K +99 +0.3%