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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
351
SVB Wealth
Massachusetts
$912K +$189K +14,376 +26%
PFA
352
Pure Financial Advisors
California
$907K -$206K -15,696 -19%
AFAS
353
Acorn Financial Advisory Services
Virginia
$905K -$149K -11,352 -14%
PIP
354
Peachtree Investment Partners
Florida
$905K -$94.8K -7,212 -10%
NHC
355
Nicholas Hoffman & Company
Georgia
$905K +$79 +6 +0%
CA
356
Callahan Advisors
Texas
$904K -$9.7K -738 -1%
SCP
357
Shorepoint Capital Partners
Massachusetts
$900K -$40.6K -3,084 -4%
DI
358
Diligent Investors
California
$900K -$11.8K -894 -1%
FWM
359
Focused Wealth Management
New York
$900K +$1.81K +138 +0.2%
SAM
360
Smithbridge Asset Management
Pennsylvania
$897K -$1.18K -90 -0.1%
HA
361
Harborview Advisors
Maine
$888K -$2.92K -222 -0.3%
Millennium Management
362
Millennium Management
New York
$879K -$633K -48,132 -42%
NNP
363
Nachman Norwood & Parrott
South Carolina
$876K -$28.5K -2,166 -3%
TIM
364
Tortoise Investment Management
New York
$869K +$1.89K +144 +0.2%
EAM
365
Evanson Asset Management
California
$868K -$10.5K -798 -1%
KPWS
366
Kestra Private Wealth Services
Texas
$861K +$853K +64,848 New
CFA
367
Carroll Financial Associates
North Carolina
$851K -$34.4K -2,616 -4%
AFP
368
Ausdal Financial Partners
Iowa
$841K +$251K +19,116 +43%
VWA
369
VERITY Wealth Advisors
United States
$828K -$241K -18,342 -23%
CCM
370
Chilton Capital Management
Texas
$823K -$30.2K -2,298 -4%
MIAN
371
Mariner Independent Advisor Network
Kansas
$803K -$280K -21,324 -26%
PA
372
Perennial Advisors
New York
$803K -$38.3K -2,910 -5%
Citigroup
373
Citigroup
New York
$801K +$10.6K +804 +1%
PWM
374
Perigon Wealth Management
California
$796K -$11.6K -882 -1%
PIM
375
Penobscot Investment Management
Massachusetts
$790K +$6.08K +462 +0.8%