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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
351
Pathstone Holdings
New Jersey
$2.28M +$2.12M +122,811 New
CA
352
CGN Advisors
Kansas
$2.26M +$1.08M +62,625 +106%
BWM
353
BCS Wealth Management
Tennessee
$2.25M +$20.4K +1,182 +1%
TC
354
TAP Consulting
Missouri
$2.24M -$160K -9,267 -7%
NCM
355
Novare Capital Management
North Carolina
$2.23M -$355K -20,577 -15%
AIM
356
AMI Investment Management
Indiana
$2.23M -$349K -20,235 -14%
WWM
357
Western Wealth Management
Colorado
$2.21M +$46.3K +2,679 +2%
SOS
358
Silver Oak Securities
Tennessee
$2.19M +$1.57M +90,861 +334%
RWP
359
RWA Wealth Partners
Massachusetts
$2.18M +$7.62K +441 +0.4%
FWP
360
FAS Wealth Partners
Kansas
$2.17M -$85.4K -4,947 -4%
JHCP
361
Jackson Hole Capital Partners
Oklahoma
$2.17M -$11.8K -681 -0.6%
CI
362
CX Institutional
Indiana
$2.16M +$1.37M +79,398 +216%
PCWA
363
Pacific Capital Wealth Advisors
California
$2.15M -$603K -34,938 -23%
Renaissance Technologies
364
Renaissance Technologies
New York
$2.15M +$1.55M +90,000 +345%
WPA
365
West Paces Advisors
Georgia
$2.12M – – –
LIG
366
Lokken Investment Group
Delaware
$2.1M -$207 -12 -0%
FG
367
Fiduciary Group
Georgia
$2.09M -$246K -14,262 -11%
FPAS
368
Focus Partners Advisor Solutions
Missouri
$2.08M -$334K -19,332 -15%
NRI
369
NFP Retirement Inc
California
$2.06M +$11.6K +669 +0.6%
CAM
370
Carret Asset Management
New York
$2.06M -$17.5K -1,014 -0.9%
GWWM
371
Great Waters Wealth Management
Minnesota
$2.05M -$34.9K -2,022 -2%
LCC
372
Lincoln Capital Corp
Rhode Island
$2.04M +$15.5K +897 +0.8%
LSAG
373
Lake Street Advisors Group
New Hampshire
$2.04M -$24.9K -1,440 -1%
VAF
374
Values Added Financial
District of Columbia
$2.03M +$33.7K +1,953 +2%
CAI
375
Capital Advisors Inc
Oklahoma
$2.03M -$363 -21 -0%