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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
276
Hollencrest Capital Management
California
$880K +$585K +54,096 +159%
NHC
277
Nicholas Hoffman & Company
Georgia
$858K +$146K +13,488 +19%
DAS
278
Dynamic Advisor Solutions
Arizona
$854K +$319K +29,460 +58%
SIC
279
Sigma Investment Counselors
Michigan
$853K +$173K +16,002 +23%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$846K +$37.8K +3,498 +4%
SWM
281
SVA Wealth Management
Wisconsin
$836K +$393K +36,318 +77%
CAM
282
Carret Asset Management
New York
$831K +$48.5K +4,488 +6%
NCM
283
Northwest Capital Management
Oregon
$827K
FWP
284
FAS Wealth Partners
Kansas
$820K +$87.1K +8,058 +11%
LBC
285
Lowe Brockenbrough & Co
Virginia
$818K +$39.9K +3,690 +5%
KWM
286
Kingsview Wealth Management
Oregon
$814K +$105K +9,732 +14%
RI
287
Ridgewood Investments
New Jersey
$812K
BPA
288
Beacon Pointe Advisors
California
$803K +$870K +80,424 New
EWM
289
Edge Wealth Management
New York
$772K +$829K +76,644 +11,613%
AF
290
Allworth Financial
California
$769K -$209K -19,344 -20%
PIP
291
Peachtree Investment Partners
Florida
$762K +$824K +76,254 New
B
292
Bailard
California
$761K +$824K +76,176 New
MML Investors Services
293
MML Investors Services
Massachusetts
$755K +$261K +24,168 +47%
NNP
294
Nachman Norwood & Parrott
South Carolina
$753K +$815K +75,396 New
SWM
295
Segment Wealth Management
Texas
$751K +$7.2K +666 +0.9%
CFA
296
Cahill Financial Advisors
Minnesota
$742K +$24.1K +2,232 +3%
MA
297
MCF Advisors
Kentucky
$731K +$542K +50,106 +217%
FWM
298
Frontier Wealth Management
Missouri
$730K +$46K +4,254 +6%
HCIA
299
Hochman Cole Investment Advisors
Illinois
$724K +$784K +72,510 New
VCM
300
Versant Capital Management
Arizona
$717K -$26.1K -2,412 -3%