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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
Pachira Investments
California
$301K -$12.5K -1,134 -4%
FIM
302
Frontier Investment Management
Texas
$297K +$307K +27,972 New
OIA
303
Optimum Investment Advisors
Illinois
$289K – – –
NPPM
304
North Point Portfolio Managers
Ohio
$287K – – –
JC
305
Jacobs & Co
California
$287K +$297K +27,048 New
KBFS
306
Kohmann Bosshard Financial Services
Ohio
$285K – – –
RWA
307
River Wealth Advisors
Pennsylvania
$285K +$69.9K +6,360 +31%
CA
308
Cetera Advisors
Colorado
$279K -$1.25K -114 -0.4%
WPA
309
West Paces Advisors
Georgia
$270K -$16.5K -1,500 -6%
GLA
310
Good Life Advisors
Pennsylvania
$269K +$5.54K +504 +2%
CSIC
311
Clifford Swan Investment Counsel
California
$262K -$5.47K -498 -2%
CWM
312
Cabot Wealth Management
Massachusetts
$262K +$271K +24,630 New
CRC
313
Curi RMB Capital
Illinois
$261K -$2.5K -228 -0.9%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$261K +$24.5K +2,232 +10%
Cerity Partners
315
Cerity Partners
New York
$260K -$6.92K -630 -3%
MA
316
MCF Advisors
Kentucky
$259K -$60.6K -5,514 -18%
BFC
317
Bedel Financial Consulting
Indiana
$258K -$37K -3,366 -12%
HWA
318
Heritage Way Advisors
Illinois
$258K – – –
RM
319
Resource Management
Louisiana
$256K -$473K -43,056 -64%
DAM
320
Delta Asset Management
Tennessee
$255K – – –
CAN
321
Cetera Advisor Networks
California
$250K +$264 +24 +0.1%
PA
322
Paracle Advisors
Washington
$250K +$9.23K +840 +4%
CP
323
Castleview Partners
Texas
$246K +$255K +23,184 New
FFWA
324
FRG Family Wealth Advisors
Washington
$245K – – –
LNWWM
325
Laird Norton Wetherby Wealth Management
California
$242K +$250K +22,734 New