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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evermay Wealth Management
Virginia
$863K +$21.3K +1,848 +3%
MML Investors Services
302
MML Investors Services
Massachusetts
$857K -$64.4K -5,580 -7%
NNP
303
Nachman Norwood & Parrott
South Carolina
$846K -$19.7K -1,704 -2%
MA
304
MCF Advisors
Kentucky
$846K – – –
Truist Financial
305
Truist Financial
North Carolina
$846K – – –
CI
306
CX Institutional
Indiana
$846K +$147K +12,696 +21%
FF
307
Friedenthal Financial
New Jersey
$845K +$541K +46,836 +187%
VCM
308
Versant Capital Management
Arizona
$844K -$3.88K -336 -0.5%
SWM
309
Stockman Wealth Management
Montana
$841K +$226K +19,578 +38%
FNBOMD
310
First National Bank of Mount Dora
Florida
$839K – – –
KWM
311
Kingsview Wealth Management
Oregon
$823K -$743K -64,350 -48%
RI
312
Ridgewood Investments
New Jersey
$822K – – –
SGCA
313
Steel Grove Capital Advisors
Tennessee
$795K +$4.37K +378 +0.6%
FAIM
314
Financial Advocates Investment Management
Washington
$792K +$523K +45,252 +205%
JWM
315
JFG Wealth Management
Colorado
$789K +$69.5K +6,018 +10%
PIP
316
Peachtree Investment Partners
Florida
$782K -$58.6K -5,076 -7%
WCM
317
Weik Capital Management
Pennsylvania
$761K -$357K -30,930 -32%
SS
318
Simplicity Solutions
Minnesota
$759K -$1.01M -87,822 -58%
IF
319
IRON Financial
Illinois
$758K +$226K +19,542 +41%
FWM
320
Frontier Wealth Management
Missouri
$743K -$68.7K -5,946 -9%
SLA
321
Silver Lake Advisory
Utah
$741K +$4.37K +378 +0.6%
RCA
322
Rowland Carmichael Advisors
Arizona
$732K +$1.94K +168 +0.3%
IC
323
InterOcean Capital
Illinois
$725K +$17.6K +1,524 +3%
CPIG
324
Chicago Partners Investment Group
Illinois
$720K +$136K +11,808 +24%
SMC
325
Smith, Moore & Co
Missouri
$715K +$55.8K +4,836 +9%