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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWC
276
Waypoint Wealth Counsel
Georgia
$2.57M +$2.59M +172,191 New
GIP
277
Granite Investment Partners
California
$2.56M -$1.58K -105 -0.1%
IWM
278
IHT Wealth Management
Illinois
$2.56M -$148K -9,825 -5%
KJWM
279
Kiley Juergens Wealth Management
Washington
$2.55M +$12.8K +849 +0.5%
LPIC
280
LeJeune Puetz Investment Counsel
Michigan
$2.54M +$67.3K +4,476 +3%
AAG
281
Avalon Advisory Group
Pennsylvania
$2.52M -$562K -37,377 -18%
Goldman Sachs
282
Goldman Sachs
New York
$2.5M +$624K +41,496 +33%
MCCP
283
Mission Creek Capital Partners
California
$2.5M -$94.9K -6,312 -4%
NCM
284
Novare Capital Management
North Carolina
$2.5M +$110K +7,290 +5%
GPFA
285
Game Plan Financial Advisors
Ohio
$2.49M -$8.7K -579 -0.3%
CMBA
286
C.M. Bidwell & Associates
Hawaii
$2.48M +$164K +10,923 +7%
TIM
287
Tortoise Investment Management
New York
$2.48M +$357K +23,748 +17%
RFA
288
RTD Financial Advisors
Pennsylvania
$2.43M -$39.8K -2,649 -2%
NI
289
NYL Investors
New York
$2.42M +$31.6K +2,100 +1%
BP
290
BBR Partners
New York
$2.38M
PFC
291
Phocas Financial Corp
California
$2.38M -$30.4K -2,025 -1%
AssetMark Inc
292
AssetMark Inc
California
$2.38M +$2.39M +159,168 New
CFS
293
CRA Financial Services
New Jersey
$2.36M -$231K -15,369 -9%
ACA
294
Atlas Capital Advisors
Wyoming
$2.35M +$270K +17,964 +13%
RRCM
295
Rappaport Reiches Capital Management
Illinois
$2.34M -$15.1K -1,008 -0.6%
PCMC
296
Private Capital Management (Colorado)
Colorado
$2.29M -$299K -19,914 -11%
LRPA
297
L. Roy Papp & Associates
Arizona
$2.28M -$1.53K -102 -0.1%
PWMG
298
Prestige Wealth Management Group
New Jersey
$2.27M -$112K -7,422 -5%
ZIC
299
ZWJ Investment Counsel
Georgia
$2.26M -$46.3K -3,081 -2%
PCIA
300
Prime Capital Investment Advisors
Kansas
$2.25M -$18.3K -1,218 -0.8%