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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JC
876
Jacobs & Co
California
$421K +$8.66K +330 +2%
UAS
877
United Asset Strategies
New York
$420K -$577 -22 -0.1%
WFA
878
West Financial Advisors
Iowa
$419K -$16.5K -627 -4%
FI
879
FinArc Investments
Massachusetts
$419K +$438K +16,674 New
CCM
880
Coldstream Capital Management
Washington
$417K +$26.2K +1,000 +6%
CNC
881
Canandaigua National Corp
New York
$417K +$436K +16,608 New
FRA
882
Front Row Advisors
California
$417K -$3.94K -150 -0.9%
ACP
883
Aviance Capital Partners
Florida
$416K -$63K -2,400 -13%
CSP
884
Cary Street Partners
Virginia
$416K -$732K -27,914 -63%
BWFA
885
Baltimore-Washington Financial Advisors
Maryland
$415K +$472 +18 +0.1%
TWM
886
Trevian Wealth Management
Massachusetts
$414K – – –
RA
887
Resolute Advisors
California
$414K +$997 +38 +0.2%
MJRIC
888
Mogy Joel R Investment Counsel
California
$412K – – –
MIM
889
Moseley Investment Management
Florida
$411K – – –
SWM
890
Stockman Wealth Management
Montana
$408K +$2.49K +95 +0.6%
VP
891
Verum Partners
North Carolina
$408K -$20.7K -787 -5%
FCBT
892
First Citizens Bank & Trust
North Carolina
$405K +$423K +16,136 New
GC
893
Gibson Capital
Pennsylvania
$403K -$24.8K -946 -6%
VFA
894
Valeo Financial Advisors
Indiana
$403K +$157 +6 +0%
MMCM
895
Murphy & Mullick Capital Management
New York
$399K -$16K -609 -4%
LOIP
896
Live Oak Investment Partners
Texas
$397K – – –
BWMG
897
Barnes Wealth Management Group
California
$397K -$131 -5 -0%
Neuberger Berman Group
898
Neuberger Berman Group
New York
$397K -$6.04K -230 -1%
MFWP
899
Mosaic Family Wealth Partners
Missouri
$397K +$1.16K +44 +0.3%
AP
900
Appleton Partners
Massachusetts
$393K -$10.2K -388 -2%