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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Carlson Capital Management
Minnesota
$259K -$6.85K -594 -3%
SMFS
352
Squar Milner Financial Services
California
$259K
AWM
353
Avior Wealth Management
Nebraska
$259K +$692 +60 +0.3%
APP
354
Avantax Planning Partners
Iowa
$256K -$32.2K -2,796 -11%
WSTAM
355
Wilbanks Smith & Thomas Asset Management
Virginia
$256K +$251K +21,816 New
DADC
356
D.A. Davidson & Co
Montana
$251K +$11.1K +960 +5%
GRP
357
Global Retirement Partners
California
$251K +$42.2K +3,660 +21%
Cerity Partners
358
Cerity Partners
New York
$250K -$19.3K -1,674 -7%
PWMAG
359
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$2.77K +240 +1%
RCAG
360
Rehmann Capital Advisory Group
Michigan
$249K -$69 -6 -0%
GC
361
Grimes & Company
Massachusetts
$248K +$15.6K +1,350 +7%
LWAC
362
Laurel Wealth Advisors (California)
California
$244K +$968 +84 +0.4%
PP
363
Palladium Partners
Virginia
$240K
WA
364
Wealth Architects
California
$239K -$9.68K -840 -4%
RPA
365
Rock Point Advisors
Vermont
$235K -$3.8K -330 -2%
EWM
366
Empirical Wealth Management
Washington
$232K -$80.9K -7,020 -26%
LC
367
LCNB Corp
Ohio
$228K +$224K +19,416 New
HIC
368
Hartline Investment Corp
Illinois
$224K -$13.8K -1,200 -6%
Bank of Montreal
369
Bank of Montreal
Ontario, Canada
$224K +$82.5K +7,158 +60%
CAN
370
Cetera Advisor Networks
California
$224K +$221K +19,134 New
PA
371
Parallel Advisors
California
$223K +$52.9K +4,590 +32%
CCP
372
Clarkston Capital Partners
Michigan
$219K
FNBT
373
FineMark National Bank & Trust
Florida
$218K +$214K +18,546 New
ECM
374
Evergreen Capital Management
Washington
$215K
RAG
375
Roof Advisory Group
Pennsylvania
$214K -$7.68K -666 -4%