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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPSA
551
Richard P. Slaughter Associates
Texas
$462K -$17.1K -1,098 -3%
WP
552
WealthShield Partners
North Carolina
$457K -$43.8K -2,814 -8%
WFA
553
West Financial Advisors
Iowa
$455K -$68.8K -4,422 -12%
RI
554
Rinkey Investments
California
$452K +$12.8K +825 +3%
SOS
555
Silver Oak Securities
Tennessee
$451K +$127K +8,190 +43%
APP
556
Avantax Planning Partners
Iowa
$445K -$41.5K -2,667 -8%
Stifel Financial
557
Stifel Financial
Missouri
$432K -$68K -4,368 -12%
WCM
558
Washburn Capital Management
Florida
$430K -$17.9K -1,152 -4%
LIM
559
Loudon Investment Management
New Hampshire
$430K +$17K +1,095 +6%
TFS
560
TrustCore Financial Services
Tennessee
$428K -$90.4K -5,811 -16%
ACM
561
Armbruster Capital Management
New York
$428K -$12.5K -804 -3%
PFS
562
Prospera Financial Services
Texas
$428K -$3.59K -231 -0.7%
CBFP
563
Cedar Brook Financial Partners
Ohio
$427K -$108K -6,939 -19%
OCM
564
One Capital Management
California
$427K -$428K -27,483 -47%
IIC
565
Ironwood Investment Counsel
Arizona
$424K – – –
RWA
566
Redmont Wealth Advisors
Illinois
$420K -$93.1K -5,982 -17%
ACP
567
Aviance Capital Partners
Florida
$420K – – –
BAM
568
Bosun Asset Management
Illinois
$420K – – –
HBT
569
Hills Bank & Trust
Iowa
$420K – – –
GC
570
Gilbert & Cook
Iowa
$417K – – –
Vanguard Personalized Indexing Management
571
Vanguard Personalized Indexing Management
California
$416K -$587K -37,722 -56%
CFB
572
Cullen/Frost Bankers
Texas
$416K – – –
NSIM
573
North Star Investment Management
Illinois
$411K – – –
FM
574
Foster & Motley
Ohio
$410K -$205K -13,197 -31%
Bank of New York Mellon
575
Bank of New York Mellon
New York
$409K +$23.5K +1,512 +5%