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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
901
MONECO Advisors
Connecticut
$482K +$33.8K +1,207 +8%
CPG
902
Cornerstone Planning Group
New Jersey
$481K -$4.73K -169 -1%
CNBT
903
Canandaigua National Bank & Trust
New York
$481K +$465K +16,608 New
ACP
904
Aviance Capital Partners
Florida
$480K
CSP
905
Cary Street Partners
Virginia
$479K +$28 +1 +0%
BWFA
906
Baltimore-Washington Financial Advisors
Maryland
$479K +$532 +19 +0.1%
RA
907
Resolute Advisors
California
$478K +$1.01K +36 +0.2%
TWM
908
Trevian Wealth Management
Massachusetts
$478K
MJRIC
909
Mogy Joel R Investment Counsel
California
$475K
First Manhattan
910
First Manhattan
New York
$475K +$155K +5,534 +51%
AWM
911
Accurate Wealth Management
Florida
$473K
CCM
912
Coldstream Capital Management
Washington
$465K -$16K -573 -3%
VP
913
Verum Partners
North Carolina
$463K -$7.08K -253 -2%
Neuberger Berman Group
914
Neuberger Berman Group
New York
$463K +$5.01K +179 +1%
PWP
915
Precedent Wealth Partners
Texas
$460K +$37.9K +1,353 +9%
MFWP
916
Mosaic Family Wealth Partners
Missouri
$459K +$1.18K +42 +0.3%
LOIP
917
Live Oak Investment Partners
Texas
$458K
BWMG
918
Barnes Wealth Management Group
California
$458K
SAW
919
Signal Advisors Wealth
Michigan
$452K +$437K +15,604 New
HAS
920
HBW Advisory Services
California
$450K +$435K +15,533 New
ACM
921
Aspen Capital Management
Idaho
$448K +$183K +6,524 +73%
PI
922
PFG Investments
New York
$447K +$12.3K +441 +3%
YIH
923
Y-Intercept (HK)
Hong Kong
$447K +$432K +15,445 New
VFA
924
Valeo Financial Advisors
Indiana
$447K -$17.2K -613 -4%
BL
925
Balentine LLC
Georgia
$447K