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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
351
Financial Advocates Investment Management
Washington
$214K +$208K +19,884 New
GC
352
Grimes & Company
Massachusetts
$213K
EWM
353
Empirical Wealth Management
Washington
$212K -$3.4K -324 -2%
PWMAG
354
Pinnacle Wealth Management Advisory Group
New Jersey
$212K -$1.13K -108 -0.5%
CSIA
355
Charles Schwab Investment Advisory
California
$209K +$204K +19,410 New
CCP
356
Clarkston Capital Partners
Michigan
$209K +$204K +19,452 New
FIG
357
FundX Investment Group
California
$202K +$197K +18,804 New
EHPM
358
Emery Howard Portfolio Management
California
$202K +$197K +18,810 New
MWM
359
Mission Wealth Management
California
$201K -$389K -37,080 -66%
AIA
360
Arcadia Investment Advisors
Idaho
$196K +$191K +18,216 New
APSP
361
Asset Planning Services (Pennsylvania)
Pennsylvania
$194K -$2.08K -198 -1%
FRA
362
Front Row Advisors
California
$174K +$169K +16,140 New
BWA
363
Burt Wealth Advisors
Maryland
$166K
Citigroup
364
Citigroup
New York
$164K +$755 +72 +0.5%
IWP
365
Icon Wealth Partners
Texas
$163K +$159K +15,162 New
MFT
366
Moisand Fitzgerald Tamayo
Florida
$161K +$4.66K +444 +3%
RFC
367
Regions Financial Corp
Alabama
$147K +$144K +13,686 New
CDIA
368
Capital Directions Investment Advisors
Georgia
$145K
GRP
369
Global Retirement Partners
California
$131K +$56.2K +5,358 +78%
PA
370
Parallel Advisors
California
$128K +$35.6K +3,396 +40%
WAM
371
Wealthspire Advisors (Maryland)
Maryland
$125K +$566 +54 +0.5%
AFNAS
372
American Financial Network Advisory Services
California
$114K -$16.2K -1,548 -13%
RWA
373
Ropes Wealth Advisors
Massachusetts
$112K -$4.72K -450 -4%
MA
374
MUFG Americas
New York
$108K
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$105K