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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Segment Wealth Management
Texas
$984K +$127K +11,592 +15%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$978K +$17.6K +1,614 +2%
NHC
278
Nicholas Hoffman & Company
Georgia
$974K
FWP
279
FAS Wealth Partners
Kansas
$971K +$38.9K +3,564 +4%
CAM
280
Carret Asset Management
New York
$955K +$10.2K +936 +1%
LWAC
281
Laurel Wealth Advisors (California)
California
$952K +$565K +51,702 +160%
APCM
282
Alaska Permanent Capital Management
Alaska
$940K +$905K +82,896 New
RM
283
Resource Management
Louisiana
$927K +$158K +14,478 +22%
NCM
284
Northwest Capital Management
Oregon
$924K -$14.6K -1,338 -2%
VWA
285
VERITY Wealth Advisors
United States
$916K -$187K -17,148 -18%
B
286
Bailard
California
$904K +$38.7K +3,546 +5%
AF
287
Allworth Financial
California
$898K +$23.3K +2,136 +3%
MML Investors Services
288
MML Investors Services
Massachusetts
$890K +$31.9K +2,922 +4%
PA
289
Perennial Advisors
New York
$879K -$2.92M -267,462 -78%
FWM
290
Focused Wealth Management
New York
$868K +$82.5K +7,554 +11%
AEPG
291
American Economic Planning Group
New Jersey
$849K -$14.7M -1,347,354 -95%
NNP
292
Nachman Norwood & Parrott
South Carolina
$835K -$19.2K -1,758 -2%
EGWAG
293
Elwood & Goetz Wealth Advisory Group
Georgia
$834K -$203K -18,588 -20%
LYV
294
Live Your Vision
Pennsylvania
$829K +$162K +14,838 +27%
VCM
295
Versant Capital Management
Arizona
$818K +$3.67K +336 +0.5%
MA
296
MCF Advisors
Kentucky
$816K -$13.2K -1,212 -2%
Truist Financial
297
Truist Financial
North Carolina
$816K +$785K +71,934 New
PIP
298
Peachtree Investment Partners
Florida
$812K -$50.4K -4,620 -6%
EWM
299
Evermay Wealth Management
Virginia
$811K +$81.5K +7,464 +12%
FNBOMD
300
First National Bank of Mount Dora
Florida
$810K