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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
851
Canandaigua National Bank & Trust
New York
$409K
LOIP
852
Live Oak Investment Partners
Texas
$407K
CCA
853
Clarity Capital Advisors
Florida
$404K +$42.4K +1,712 +12%
AWM
854
Accredited Wealth Management
Kentucky
$404K +$6.27M +253,311 +1,614%
BFA
855
Bill Few Associates
Pennsylvania
$403K -$7.05K -285 -2%
MFWP
856
Mosaic Family Wealth Partners
Missouri
$403K +$145K +5,839 +59%
MCA
857
Magnolia Capital Advisors
Mississippi
$401K -$19.4K -785 -5%
PI
858
PFG Investments
New York
$399K +$1.09K +44 +0.3%
BL
859
Balentine LLC
Georgia
$397K
AP
860
Appleton Partners
Massachusetts
$395K -$4.21K -170 -1%
FSWA
861
Financial Synergies Wealth Advisors
Texas
$394K -$12K -484 -3%
SG
862
Somerset Group
Minnesota
$394K +$6.86K +277 +2%
BFM
863
Broadview Financial Management
Wisconsin
$394K +$1.09K +44 +0.3%
JWBC
864
John W. Brooker & Co
California
$392K -$6.36K -257 -2%
CANC
865
Culbertson A N & Co
Virginia
$386K
CWA
866
Carolina Wealth Advisors
South Carolina
$386K +$42K +1,697 +13%
FCIM
867
Fairview Capital Investment Management
California
$385K -$619 -25 -0.2%
WCM
868
Winthrop Capital Management
Indiana
$384K -$216K -8,745 -37%
AWM
869
Able Wealth Management
New Jersey
$384K
Vanguard Personalized Indexing Management
870
Vanguard Personalized Indexing Management
California
$383K +$30.2K +1,221 +9%
CCM
871
Coldstream Capital Management
Washington
$380K +$14.2K +573 +4%
PI
872
Pachira Investments
California
$377K -$33K -1,334 -8%
PWP
873
Precedent Wealth Partners
Texas
$373K
CGPCS
874
Capital Group Private Client Services
California
$370K +$1.88K +76 +0.5%
NBWM
875
North Berkeley Wealth Management
California
$370K