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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
101
L. Roy Papp & Associates
Arizona
$592K +$11.3K +1,356 +2%
CFA
102
Capstone Financial Advisors
Illinois
$585K +$16.7K +1,998 +3%
ECML
103
Eagle Capital Management (Louisiana)
Louisiana
$581K +$45.3K +5,412 +9%
TYCC
104
Texas Yale Capital Corp
Florida
$562K – – –
Creative Planning
105
Creative Planning
Kansas
$559K +$5.02K +600 +0.9%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$548K +$28.5K +3,408 +6%
VCP
107
Vista Capital Partners
Oregon
$500K +$15.7K +1,872 +3%
SAMC
108
Spectrum Asset Management (California)
California
$479K -$21.6K -2,580 -4%
SIC
109
Sigma Investment Counselors
Michigan
$464K +$50.6K +6,048 +12%
DAM
110
Delta Asset Management
Tennessee
$446K +$1.96K +234 +0.4%
BC
111
Barnett & Company
Tennessee
$439K – – –
CFA
112
Cahill Financial Advisors
Minnesota
$436K +$55.3K +6,618 +15%
GWM
113
Greenwich Wealth Management
Connecticut
$429K +$427K +51,000 New
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$424K -$33.3K -3,984 -7%
VNA
115
Valley National Advisers
Pennsylvania
$423K -$27.4K -3,282 -6%
CA
116
Callahan Advisors
Texas
$422K -$4.82K -576 -1%
NIC
117
Northwest Investment Counselors
Oregon
$419K +$416K +49,758 New
NDSI
118
Newman Dignan & Sheerar Inc
Rhode Island
$418K -$4.82K -576 -1%
AIG
119
American International Group
New York
$407K +$6.17K +738 +2%
PAG
120
Private Advisor Group
New Jersey
$398K +$95.7K +11,448 +32%
CA
121
Cambridge Advisors
Nebraska
$389K – – –
BSW
122
Buckingham Strategic Wealth
Missouri
$389K +$101K +12,060 +35%
PA
123
Pinnacle Associates
New York
$380K +$8.28K +990 +2%
WPIC
124
White Pine Investment Company
Michigan
$368K +$146K +17,490 +67%
NCM
125
Novare Capital Management
North Carolina
$349K +$19.8K +2,364 +6%