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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
351
Acorn Financial Advisory Services
Virginia
$905K -$149K -11,352 -14%
PIP
352
Peachtree Investment Partners
Florida
$905K -$94.8K -7,212 -10%
NHC
353
Nicholas Hoffman & Company
Georgia
$905K +$79 +6 +0%
CA
354
Callahan Advisors
Texas
$904K -$9.7K -738 -1%
SCP
355
Shorepoint Capital Partners
Massachusetts
$900K -$40.6K -3,084 -4%
DI
356
Diligent Investors
California
$900K -$11.8K -894 -1%
FWM
357
Focused Wealth Management
New York
$900K +$1.81K +138 +0.2%
SAM
358
Smithbridge Asset Management
Pennsylvania
$897K -$1.18K -90 -0.1%
HA
359
Harborview Advisors
Maine
$888K -$2.92K -222 -0.3%
NNP
360
Nachman Norwood & Parrott
South Carolina
$876K -$28.5K -2,166 -3%
TIM
361
Tortoise Investment Management
New York
$869K +$1.89K +144 +0.2%
EAM
362
Evanson Asset Management
California
$868K -$10.5K -798 -1%
KPWS
363
Kestra Private Wealth Services
Texas
$861K +$853K +64,848 New
CFA
364
Carroll Financial Associates
North Carolina
$851K -$34.4K -2,616 -4%
AFP
365
Ausdal Financial Partners
Iowa
$841K +$251K +19,116 +43%
VWA
366
VERITY Wealth Advisors
United States
$828K -$241K -18,342 -23%
CCM
367
Chilton Capital Management
Texas
$823K -$30.2K -2,298 -4%
MIAN
368
Mariner Independent Advisor Network
Kansas
$803K -$280K -21,324 -26%
PA
369
Perennial Advisors
New York
$803K -$38.3K -2,910 -5%
Citigroup
370
Citigroup
New York
$801K +$10.6K +804 +1%
PWM
371
Perigon Wealth Management
California
$796K -$11.6K -882 -1%
PIM
372
Penobscot Investment Management
Massachusetts
$790K +$6.08K +462 +0.8%
CPIG
373
Chicago Partners Investment Group
Illinois
$781K -$97.7K -7,434 -11%
AWA
374
Acorn Wealth Advisors
Michigan
$776K -$50.3K -3,822 -6%
RI
375
Ridgewood Investments
New Jersey
$772K -$5.29K -402 -0.7%