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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
876
West Financial Advisors
Iowa
$419K -$16.5K -627 -4%
FI
877
FinArc Investments
Massachusetts
$419K +$438K +16,674 New
CCM
878
Coldstream Capital Management
Washington
$417K +$26.2K +1,000 +6%
CNC
879
Canandaigua National Corp
New York
$417K +$436K +16,608 New
FRA
880
Front Row Advisors
California
$417K -$3.94K -150 -0.9%
ACP
881
Aviance Capital Partners
Florida
$416K -$63K -2,400 -13%
CSP
882
Cary Street Partners
Virginia
$416K -$732K -27,914 -63%
BWFA
883
Baltimore-Washington Financial Advisors
Maryland
$415K +$472 +18 +0.1%
TWM
884
Trevian Wealth Management
Massachusetts
$414K
RA
885
Resolute Advisors
California
$414K +$997 +38 +0.2%
MJRIC
886
Mogy Joel R Investment Counsel
California
$412K
MIM
887
Moseley Investment Management
Florida
$411K
SWM
888
Stockman Wealth Management
Montana
$408K +$2.49K +95 +0.6%
VP
889
Verum Partners
North Carolina
$408K -$20.7K -787 -5%
FCBT
890
First Citizens Bank & Trust
North Carolina
$405K +$423K +16,136 New
GC
891
Gibson Capital
Pennsylvania
$403K -$24.8K -946 -6%
VFA
892
Valeo Financial Advisors
Indiana
$403K +$157 +6 +0%
MMCM
893
Murphy & Mullick Capital Management
New York
$399K -$16K -609 -4%
LOIP
894
Live Oak Investment Partners
Texas
$397K
BWMG
895
Barnes Wealth Management Group
California
$397K -$131 -5 -0%
Neuberger Berman Group
896
Neuberger Berman Group
New York
$397K -$6.04K -230 -1%
MFWP
897
Mosaic Family Wealth Partners
Missouri
$397K +$1.16K +44 +0.3%
AP
898
Appleton Partners
Massachusetts
$393K -$10.2K -388 -2%
MA
899
MONECO Advisors
Connecticut
$387K +$210 +8 +0.1%
BL
900
Balentine LLC
Georgia
$387K