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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
251
REDW Wealth
New Mexico
$518K +$65.7K +6,264 +15%
OCM
252
One Capital Management
California
$514K -$5.79K -552 -1%
MIA
253
MainStreet Investment Advisors
Illinois
$511K +$498K +47,496 New
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$511K
AWS
255
AJ Wealth Strategies
New York
$507K +$158K +15,108 +47%
PWM
256
Perigon Wealth Management
California
$495K +$201K +19,188 +71%
LBC
257
Lowe Brockenbrough & Co
Virginia
$489K +$130K +12,420 +38%
HFA
258
Huber Financial Advisors
Illinois
$486K +$474K +45,198 New
SBSB
259
Sullivan, Bruyette, Speros & Blaney
Virginia
$482K +$26.9K +2,568 +6%
CBA
260
Coastal Bridge Advisors
Connecticut
$480K +$465K +44,328 New
LFS
261
Legacy Financial Strategies
Kansas
$480K +$468K +44,628 New
SFSIG
262
San Francisco Sentry Investment Group
California
$477K +$363K +34,638 +355%
PA
263
Perennial Advisors
New York
$476K +$63.3K +6,036 +16%
IFS
264
Ifrah Financial Services
Arkansas
$467K +$7.99K +762 +2%
HI
265
Hudock Inc
Pennsylvania
$463K +$361K +34,458 +400%
IC
266
Iconiq Capital
California
$462K
PIA
267
Peachtree Investment Advisors
Georgia
$458K +$9.44K +900 +2%
LYV
268
Live Your Vision
Pennsylvania
$453K -$371K -35,412 -47%
LWAC
269
Laurel Wealth Advisors (California)
California
$450K +$147K +13,986 +50%
William Blair & Company
270
William Blair & Company
Illinois
$449K -$50.7K -4,836 -10%
RWM
271
RKL Wealth Management
Pennsylvania
$447K -$142K -13,500 -24%
NDSI
272
Newman Dignan & Sheerar Inc
Rhode Island
$437K -$7.49K -714 -2%
IC
273
InterOcean Capital
Illinois
$433K +$6.79K +648 +2%
Mariner
274
Mariner
Kansas
$431K +$421K +40,122 New
Citadel Advisors
275
Citadel Advisors
Florida
$421K +$410K +39,108 New