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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
751
Vanguard Personalized Indexing Management
California
$400K -$182 -9 -0%
LAIC
752
Lederer & Associates Investment Counsel
California
$398K
BDF
753
Black Diamond Financial
Maryland
$395K +$31.3K +1,545 +9%
TIA
754
Tiemann Investment Advisors
California
$391K
EHC
755
Everett Harris & Co
California
$388K +$98.5K +4,860 +36%
SSB
756
Sandy Spring Bank
Maryland
$387K +$211K +10,398 +129%
RPSA
757
Richard P. Slaughter Associates
Texas
$387K -$4.62K -228 -1%
TCM
758
Telos Capital Management
California
$383K +$370K +18,258 New
HCP
759
Hardin Capital Partners
South Carolina
$383K +$370K +18,258 New
AIM
760
Anchor Investment Management
South Carolina
$382K -$149K -7,365 -29%
HR
761
Hardy Reed
Mississippi
$381K -$101K -4,971 -21%
VIA
762
Vickerman Investment Advisors
Washington
$381K
RFC
763
Regions Financial Corp
Alabama
$378K
PSF
764
Pacific Sun Financial
California
$377K
UAS
765
United Asset Strategies
New York
$377K
SHA
766
Seneca House Advisors
Virginia
$377K -$7.23K -357 -2%
AP
767
Appleton Partners
Massachusetts
$377K -$20.6K -1,017 -5%
CIA
768
Capital Investment Advisors
Georgia
$376K +$129K +6,369 +55%
SPWM
769
Schrum Private Wealth Management
Florida
$374K
BL
770
BCWM LLC
Kansas
$374K
HWP
771
Heritage Wealth Partners
Ohio
$371K +$359K +17,727 New
AFA
772
AA Financial Advisors
Ohio
$371K +$31.7K +1,563 +10%
SCM
773
Schnieders Capital Management
California
$370K
SFP
774
Shepherd Financial Partners
Massachusetts
$370K -$1.58K -78 -0.4%
AC
775
Apella Capital
Connecticut
$369K +$53.2K +2,628 +18%