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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
576
Citizens Financial Group
Rhode Island
$809K +$13.8K +681 +2%
MA
577
Marquette Associates
Illinois
$808K – – –
HS
578
Horan Securities
United States
$803K +$166K +8,193 +27%
BEW
579
Burton Enright Welch
California
$798K -$12.5K -618 -2%
FAIM
580
Financial Advocates Investment Management
Washington
$791K -$51.7K -2,553 -6%
CWM
581
Congress Wealth Management
Massachusetts
$788K +$762K +37,611 New
LWMT
582
Legacy Wealth Management (Tennessee)
Tennessee
$784K -$117K -5,760 -13%
SPFA
583
Summit Place Financial Advisors
New Jersey
$779K -$21.9K -1,080 -3%
MCCP
584
Mission Creek Capital Partners
California
$776K -$395K -19,521 -35%
RWRC
585
R.W. Roge & Company
New York
$773K – – –
LNWWM
586
Laird Norton Wetherby Wealth Management
California
$772K -$31K -1,530 -4%
PAS
587
Park Avenue Securities
New York
$763K -$22.7K -1,122 -3%
Citigroup
588
Citigroup
New York
$762K +$471K +23,253 +177%
TAM
589
Townsend Asset Management
North Carolina
$755K – – –
CPL
590
CAP Partners LLC
Tennessee
$754K -$121K -5,985 -14%
BA
591
Bridgewater Advisors
New York
$753K -$1.1M -54,459 -60%
BFC
592
Bedel Financial Consulting
Indiana
$745K – – –
WA
593
Wealthstream Advisors
New York
$742K +$20.6K +1,017 +3%
ODIJL
594
One Day In July LLC
Vermont
$738K – – –
GC
595
Grimes & Company
Massachusetts
$738K -$61 -3 -0%
CAM
596
Clark Asset Management
New Hampshire
$730K +$706K +34,854 New
HI
597
Hudock Inc
Pennsylvania
$726K +$2.43K +120 +0.3%
MA
598
MCF Advisors
Kentucky
$725K – – –
CWA
599
Consilium Wealth Advisory
Texas
$722K – – –
Jane Street
600
Jane Street
New York
$720K -$3.62M -178,641 -84%