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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
301
FAS Wealth Partners
Kansas
$1.01M +$3.05K +258 +0.3%
SBA
302
Secrest Blakey & Associates
North Carolina
$988K -$129K -10,890 -12%
PA
303
Perennial Advisors
New York
$984K +$49.5K +4,188 +5%
NHC
304
Nicholas Hoffman & Company
Georgia
$969K -$51.5K -4,362 -5%
NCM
305
Northwest Capital Management
Oregon
$964K -$51.3K -4,344 -5%
VWA
306
VERITY Wealth Advisors
United States
$956K
AWA
307
Acorn Wealth Advisors
Michigan
$946K -$153K -12,942 -14%
B
308
Bailard
California
$939K +$6.38K +540 +0.7%
EGWAG
309
Elwood & Goetz Wealth Advisory Group
Georgia
$933K -$28.2K -2,388 -3%
FWM
310
Focused Wealth Management
New York
$928K -$60.5K -5,124 -6%
RM
311
Resource Management
Louisiana
$919K -$47.8K -4,044 -5%
CMO
312
Covenant Multifamily Offices
Texas
$906K +$297K +25,152 +49%
PPA
313
Parametric Portfolio Associates
Washington
$891K +$541K +45,768 +155%
DI
314
Diligent Investors
California
$889K -$45.4K -3,846 -5%
IC
315
InterOcean Capital
Illinois
$887K +$157K +13,254 +21%
WCM
316
Weik Capital Management
Pennsylvania
$880K +$113K +9,570 +15%
EWM
317
Evermay Wealth Management
Virginia
$879K +$10.6K +900 +1%
GLA
318
Good Life Advisors
Pennsylvania
$871K -$314K -26,592 -27%
AF
319
Allworth Financial
California
$867K -$57.4K -4,860 -6%
VCM
320
Versant Capital Management
Arizona
$860K +$9.93K +840 +1%
Truist Financial
321
Truist Financial
North Carolina
$854K +$2.06K +174 +0.2%
KWM
322
Kingsview Wealth Management
Oregon
$848K +$19K +1,608 +2%
NNP
323
Nachman Norwood & Parrott
South Carolina
$846K -$5.88K -498 -0.7%
FNBOMD
324
First National Bank of Mount Dora
Florida
$845K
CI
325
CX Institutional
Indiana
$835K -$16.9K -1,434 -2%