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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
Mengis Capital Management
Oregon
$885K -$1.03K -51 -0.1%
Vanguard Group
552
Vanguard Group
Pennsylvania
$877K +$53.9K +2,661 +7%
RFP
553
Root Financial Partners
California
$875K +$846K +41,733 New
SQA
554
Simon Quick Advisors
New Jersey
$870K -$60.8K -3,000 -7%
BC
555
Barrett & Company
Rhode Island
$866K
PRWA
556
Platte River Wealth Advisors
Colorado
$860K -$1.95K -96 -0.2%
MWA
557
Muirfield Wealth Advisors
North Carolina
$859K -$16.8K -828 -2%
VCM
558
Virtue Capital Management
Tennessee
$856K -$81.4K -4,017 -9%
NCMW
559
Northern Capital Management (Washington)
Washington
$853K +$2.98K +147 +0.4%
EFS
560
Econ Financial Services
Pennsylvania
$838K +$24.1K +1,188 +3%
WIM
561
Waycross Investment Management
Washington
$836K -$15.3K -756 -2%
MWM
562
Merriman Wealth Management
Washington
$836K +$32.3K +1,596 +4%
BFS
563
Burkett Financial Services
South Carolina
$836K +$132K +6,534 +20%
QPWM
564
Quadrant Private Wealth Management
Pennsylvania
$833K +$803K +39,636 New
PPWP
565
Premier Path Wealth Partners
New Jersey
$831K +$803K +39,642 New
CIC
566
Carnegie Investment Counsel
Ohio
$830K +$30.1K +1,485 +4%
FF
567
Farrow Financial
Vermont
$829K
LSIA
568
LaSalle St. Investment Advisors
Illinois
$826K
JWM
569
Janiczek Wealth Management
Colorado
$818K +$4.56K +225 +0.6%
MIA
570
MainStreet Investment Advisors
Illinois
$817K -$22.8K -1,125 -3%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$817K -$22.8K -1,125 -3%
BCM
572
Bowie Capital Management
Texas
$817K
TF
573
Tompkins Financial
New York
$817K +$658K +32,460 +497%
DSAM
574
Dock Street Asset Management
Florida
$814K -$3.1K -153 -0.4%
AWM
575
AE Wealth Management
Kansas
$812K +$91.7K +4,524 +13%