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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
301
Frontier Investment Management
Texas
$297K +$307K +27,972 New
OIA
302
Optimum Investment Advisors
Illinois
$289K
NPPM
303
North Point Portfolio Managers
Ohio
$287K
JC
304
Jacobs & Co
California
$287K +$297K +27,048 New
KBFS
305
Kohmann Bosshard Financial Services
Ohio
$285K
RWA
306
River Wealth Advisors
Pennsylvania
$285K +$69.9K +6,360 +31%
CA
307
Cetera Advisors
Colorado
$279K -$1.25K -114 -0.4%
WPA
308
West Paces Advisors
Georgia
$270K -$16.5K -1,500 -6%
GLA
309
Good Life Advisors
Pennsylvania
$269K +$5.54K +504 +2%
CSIC
310
Clifford Swan Investment Counsel
California
$262K -$5.47K -498 -2%
CWM
311
Cabot Wealth Management
Massachusetts
$262K +$271K +24,630 New
CRC
312
Curi RMB Capital
Illinois
$261K -$2.5K -228 -0.9%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$261K +$24.5K +2,232 +10%
Cerity Partners
314
Cerity Partners
New York
$260K -$6.92K -630 -3%
MA
315
MCF Advisors
Kentucky
$259K -$60.6K -5,514 -18%
BFC
316
Bedel Financial Consulting
Indiana
$258K -$37K -3,366 -12%
HWA
317
Heritage Way Advisors
Illinois
$258K
RM
318
Resource Management
Louisiana
$256K -$473K -43,056 -64%
DAM
319
Delta Asset Management
Tennessee
$255K
CAN
320
Cetera Advisor Networks
California
$250K +$264 +24 +0.1%
PA
321
Paracle Advisors
Washington
$250K +$9.23K +840 +4%
CP
322
Castleview Partners
Texas
$246K +$255K +23,184 New
FFWA
323
FRG Family Wealth Advisors
Washington
$245K
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$242K +$250K +22,734 New
JFGLC
325
Johnson Financial Group LLC (Colorado)
Colorado
$241K +$249K +22,686 New