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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Segment Wealth Management
Texas
$1.1M +$78.6K +6,810 +8%
AEPG
277
American Economic Planning Group
New Jersey
$1.1M +$215K +18,648 +25%
SWM
278
SVA Wealth Management
Wisconsin
$1.1M +$1.32K +114 +0.1%
WWM
279
Western Wealth Management
Colorado
$1.08M – – –
PA
280
Pinnacle Associates
New York
$1.07M -$43.2K -3,744 -4%
BPA
281
Beacon Pointe Advisors
California
$1.06M -$269K -23,322 -21%
AA
282
Ancora Advisors
Ohio
$1.06M -$45K -3,900 -4%
PA
283
PFG Advisors
Arizona
$1.05M +$7.48K +648 +0.7%
TYCC
284
Texas Yale Capital Corp
Florida
$1.05M -$1.03M -89,514 -50%
CAM
285
Carret Asset Management
New York
$1.05M +$61.1K +5,292 +6%
AWA
286
Acorn Wealth Advisors
Michigan
$1.05M -$152K -13,158 -13%
NHC
287
Nicholas Hoffman & Company
Georgia
$1.01M +$3.81K +330 +0.4%
NCM
288
Northwest Capital Management
Oregon
$1.01M +$50K +4,326 +5%
FWP
289
FAS Wealth Partners
Kansas
$1M -$6.79K -588 -0.7%
FWM
290
Focused Wealth Management
New York
$982K +$81.1K +7,020 +9%
LWAC
291
Laurel Wealth Advisors (California)
California
$978K -$8.04K -696 -0.8%
RM
292
Resource Management
Louisiana
$961K – – –
EGWAG
293
Elwood & Goetz Wealth Advisory Group
Georgia
$955K +$89.2K +7,722 +11%
DAS
294
Dynamic Advisor Solutions
Arizona
$952K +$149K +12,864 +19%
VWA
295
VERITY Wealth Advisors
United States
$949K -$69 -6 -0%
DI
296
Diligent Investors
California
$929K +$601K +52,008 +193%
PA
297
Perennial Advisors
New York
$928K +$16K +1,386 +2%
B
298
Bailard
California
$927K -$10.4K -900 -1%
Koshinski Asset Management
299
Koshinski Asset Management
Illinois
$920K -$266K -23,034 -23%
AF
300
Allworth Financial
California
$918K -$12.1K -1,044 -1%