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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
226
REDW Wealth
New Mexico
$258K +$252K +28,572 New
AWS
227
AJ Wealth Strategies
New York
$256K +$250K +28,356 New
SHWM
228
Smith & Howard Wealth Management
Georgia
$255K +$106 +12 +0%
PI
229
Pachira Investments
California
$255K +$248K +28,200 New
NDSI
230
Newman Dignan & Sheerar Inc
Rhode Island
$254K +$2.06K +234 +0.8%
EAM
231
Evanson Asset Management
California
$254K +$248K +28,158 New
CTA
232
Chesley Taft & Associates
Illinois
$250K +$30.4K +3,450 +14%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$249K +$18.1K +2,058 +8%
LWAC
234
Laurel Wealth Advisors (California)
California
$249K +$243K +27,600 New
NHC
235
Nicholas Hoffman & Company
Georgia
$246K -$2.48K -282 -1%
SI
236
SII Investments
Wisconsin
$246K +$26.3K +2,988 +12%
NPPM
237
North Point Portfolio Managers
Ohio
$244K
HWA
238
Heritage Way Advisors
Illinois
$239K +$233K +26,418 New
GLA
239
Good Life Advisors
Pennsylvania
$236K +$227K +25,770 New
HSA
240
HBK Sorce Advisory
Pennsylvania
$235K +$6.55K +744 +3%
WA
241
Wealth Architects
California
$234K +$211 +24 +0.1%
LWMT
242
Legacy Wealth Management (Tennessee)
Tennessee
$234K +$15K +1,704 +7%
AWM
243
Avior Wealth Management
Nebraska
$230K -$4.55K -516 -2%
PIM
244
Penobscot Investment Management
Massachusetts
$225K +$219K +24,876 New
GC
245
Garde Capital
Washington
$225K +$220K +24,930 New
CCP
246
Clarkston Capital Partners
Michigan
$221K +$4.23K +480 +2%
WCM
247
Weik Capital Management
Pennsylvania
$221K +$215K +24,450 New
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$221K +$216K +24,474 New
HIC
249
Hartline Investment Corp
Illinois
$217K +$211K +23,976 New
SWM
250
Stockman Wealth Management
Montana
$213K -$12.2K -1,380 -6%