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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNC
601
Canandaigua National Corp
New York
$276K – – –
IC
602
IEQ Capital
California
$275K +$102 +6 +0%
PMFA
603
Plante Moran Financial Advisors
Michigan
$274K +$49.7K +2,934 +23%
Vanguard Capital Wealth Advisors
604
Vanguard Capital Wealth Advisors
Colorado
$274K +$267K +15,768 New
BOS
605
Bingham Osborn & Scarborough
California
$273K -$205K -12,102 -43%
LWM
606
Liberty Wealth Management
California
$273K +$85.2K +5,034 +47%
CFB
607
Cullen/Frost Bankers
Texas
$272K – – –
HWA
608
Heritage Wealth Advisors
Virginia
$270K – – –
TFS
609
TrustCore Financial Services
Tennessee
$267K -$22.4K -1,326 -8%
WTC
610
WhitTier Trust Company
Nevada
$267K – – –
ACA
611
Affinity Capital Advisors
California
$266K -$4.06K -240 -2%
BWA
612
BlueSky Wealth Advisors
North Carolina
$264K – – –
OIA
613
Optimum Investment Advisors
Illinois
$264K – – –
QCMNJ
614
Quantum Capital Management (New Jersey)
New Jersey
$262K -$14.8K -876 -5%
CCT
615
Country Club Trust
Missouri
$262K – – –
MOS
616
MGO One Seven
Ohio
$262K +$24.4K +1,440 +11%
PRWA
617
Platte River Wealth Advisors
Colorado
$260K – – –
PP
618
PDS Planning
Ohio
$260K +$102 +6 +0%
BDF
619
Black Diamond Financial
Maryland
$257K +$305 +18 +0.1%
CCP
620
Clarkston Capital Partners
Michigan
$255K – – –
UB
621
UMB Bank
Missouri
$255K – – –
BFM
622
Broadview Financial Management
Wisconsin
$251K +$812 +48 +0.3%
RFA
623
Reilly Financial Advisors
California
$251K +$20.2K +1,194 +9%
IAN
624
Integrated Advisors Network
Texas
$249K +$812 +48 +0.3%
GLA
625
Good Life Advisors
Pennsylvania
$246K +$711 +42 +0.3%