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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
326
Acorn Financial Advisory Services
Virginia
$850K +$239K +19,728 +31%
V
327
Veritable
Delaware
$849K -$283K -23,394 -22%
LWAC
328
Laurel Wealth Advisors (California)
California
$847K -$9.37K -774 -0.9%
SAM
329
S.A. Mason
Michigan
$838K -$153K -12,618 -13%
Renaissance Technologies
330
Renaissance Technologies
New York
$834K -$274K -22,680 -22%
CPIG
331
Chicago Partners Investment Group
Illinois
$827K +$121K +9,966 +16%
COF
332
Capital One Financial
Virginia
$822K +$988K +81,618 New
VWA
333
VERITY Wealth Advisors
United States
$813K – – –
DSN
334
D. Scott Neal
Kentucky
$802K -$222K -18,324 -19%
SHWM
335
Silicon Hills Wealth Management
Texas
$797K +$947K +78,264 +8,638%
SS
336
Sunbelt Securities
Texas
$792K +$853K +70,482 New
MAG
337
Mayfair Advisory Group
Alabama
$784K -$1.2M -99,240 -56%
DI
338
Disciplined Investments
Oklahoma
$782K +$930K +76,842 +9,214%
SIAS
339
Shine Investment Advisory Services
Colorado
$780K -$144K -11,940 -13%
SCM
340
Southport Capital Management
Tennessee
$771K +$926K +76,512 New
FWM
341
Frontier Wealth Management
Missouri
$763K +$304K +25,104 +50%
TL
342
TrueWealth LLC
Georgia
$759K +$841K +69,480 +1,180%
GWM
343
Gray Wealth Management
Maine
$758K +$913K +75,420 New
PIP
344
Peachtree Investment Partners
Florida
$757K +$79.1K +6,540 +10%
RM
345
Resource Management
Louisiana
$754K -$35.1K -2,904 -4%
JFGLC
346
Johnson Financial Group LLC (Colorado)
Colorado
$746K +$117K +9,702 +15%
DI
347
Diligent Investors
California
$738K +$1.09K +90 +0.1%
FNBOMD
348
First National Bank of Mount Dora
Florida
$738K +$21.8K +1,800 +3%
SCP
349
Shorepoint Capital Partners
Massachusetts
$727K +$182K +15,018 +26%
AWA
350
Acorn Wealth Advisors
Michigan
$726K -$22K -1,818 -2%