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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Segment Wealth Management
Texas
$874K +$134K +11,604 +18%
VCM
227
Versant Capital Management
Arizona
$870K -$32.4K -2,814 -4%
FWP
228
FAS Wealth Partners
Kansas
$868K -$19.7K -1,710 -2%
RW
229
REDW Wealth
New Mexico
$857K +$415 +36 +0%
HFA
230
Huber Financial Advisors
Illinois
$855K +$96K +8,328 +13%
NHC
231
Nicholas Hoffman & Company
Georgia
$850K – – –
CFA
232
Cahill Financial Advisors
Minnesota
$846K +$15.8K +1,368 +2%
DPI
233
Diversified Portfolios Inc
Michigan
$845K +$7.26K +630 +0.9%
KWM
234
Kingsview Wealth Management
Oregon
$842K -$29K -2,514 -3%
FCAG
235
First Capital Advisors Group
New Jersey
$826K +$18.7K +1,620 +2%
SIC
236
Sigma Investment Counselors
Michigan
$814K +$44.1K +3,822 +6%
RI
237
Ridgewood Investments
New Jersey
$812K -$24.8K -2,148 -3%
PWM
238
Perigon Wealth Management
California
$810K -$4.77K -414 -0.6%
FNBOMD
239
First National Bank of Mount Dora
Florida
$809K – – –
FWM
240
Frontier Wealth Management
Missouri
$808K -$55.6K -4,824 -7%
RM
241
Resource Management
Louisiana
$788K +$277 +24 +0%
VCP
242
Vista Capital Partners
Oregon
$776K -$10.8K -936 -1%
DP
243
Denver PWM
Colorado
$752K +$790K +68,502 New
PCA
244
Personal Capital Advisors
California
$747K -$156K -13,500 -18%
GLA
245
Good Life Advisors
Pennsylvania
$742K +$366K +31,734 +101%
Bank of New York Mellon
246
Bank of New York Mellon
New York
$736K +$123K +10,650 +20%
RCA
247
Rowland Carmichael Advisors
Arizona
$733K – – –
TCM
248
Twele Capital Management
Minnesota
$724K -$6.78K -588 -0.9%
CWM
249
Cranbrook Wealth Management
Michigan
$720K – – –
PIM
250
Penobscot Investment Management
Massachusetts
$715K -$21.8K -1,890 -3%