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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
676
Coldstream Capital Management
Washington
$307K -$49.5K -2,688 -14%
GLA
677
Good Life Advisors
Pennsylvania
$307K +$1.1K +60 +0.4%
RWG
678
Ratio Wealth Group
Colorado
$307K – – –
BWM
679
BT Wealth Management
Georgia
$306K +$299K +16,260 New
SRC
680
Sage Rhino Capital
California
$304K +$297K +16,134 New
MFT
681
Moisand Fitzgerald Tamayo
Florida
$303K -$45.8K -2,490 -13%
RRCM
682
Rappaport Reiches Capital Management
Illinois
$300K +$4.53K +246 +2%
CNC
683
Canandaigua National Corp
New York
$299K – – –
LWM
684
Liberty Wealth Management
California
$297K -$290K -15,762 Closed
Citadel Advisors
685
Citadel Advisors
Florida
$297K +$290K +15,786 New
VWA
686
Visionary Wealth Advisors
Illinois
$295K +$288K +15,660 New
GGS
687
Galvin Gaustad & Stein
Arizona
$294K +$287K +15,600 New
AFA
688
American Financial Advisors
Georgia
$293K -$20K -1,086 -7%
HWA
689
Heritage Wealth Advisors
Virginia
$293K – – –
PMFA
690
Plante Moran Financial Advisors
Michigan
$292K -$187K -10,164 -40%
ACA
691
Affinity Capital Advisors
California
$292K +$4.75K +258 +2%
TFS
692
TrustCore Financial Services
Tennessee
$291K -$10.9K -594 -4%
WTC
693
WhitTier Trust Company
Nevada
$289K – – –
SFG
694
SevenBridge Financial Group
Pennsylvania
$288K -$143K -7,788 -34%
OIA
695
Optimum Investment Advisors
Illinois
$286K – – –
FCH
696
Freestone Capital Holdings
Washington
$286K +$279K +15,174 New
FBB
697
Fulton Breakefield Broenniman
Maryland
$283K +$277K +15,036 New
PAM
698
Palisade Asset Management
Minnesota
$282K -$178K -9,660 -39%
WCFA
699
Walkner Condon Financial Advisors
Wisconsin
$281K +$274K +14,910 New
PP
700
PDS Planning
Ohio
$280K -$2.1K -114 -0.8%