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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
351
Regis Acquisition
Colorado
$2.29M +$1.51M +87,555 +244%
Pathstone Holdings
352
Pathstone Holdings
New Jersey
$2.28M +$2.12M +122,811 New
CA
353
CGN Advisors
Kansas
$2.26M +$1.08M +62,625 +106%
BWM
354
BCS Wealth Management
Tennessee
$2.25M +$20.4K +1,182 +1%
TC
355
TAP Consulting
Missouri
$2.24M -$160K -9,267 -7%
NCM
356
Novare Capital Management
North Carolina
$2.23M -$355K -20,577 -15%
AIM
357
AMI Investment Management
Indiana
$2.23M -$349K -20,235 -14%
WWM
358
Western Wealth Management
Colorado
$2.21M +$46.3K +2,679 +2%
SOS
359
Silver Oak Securities
Tennessee
$2.19M +$1.57M +90,861 +334%
RWP
360
RWA Wealth Partners
Massachusetts
$2.18M +$7.62K +441 +0.4%
FWP
361
FAS Wealth Partners
Kansas
$2.17M -$85.4K -4,947 -4%
JHCP
362
Jackson Hole Capital Partners
Oklahoma
$2.17M -$11.8K -681 -0.6%
CI
363
CX Institutional
Indiana
$2.16M +$1.37M +79,398 +216%
PCWA
364
Pacific Capital Wealth Advisors
California
$2.15M -$603K -34,938 -23%
Renaissance Technologies
365
Renaissance Technologies
New York
$2.15M +$1.55M +90,000 +345%
WPA
366
West Paces Advisors
Georgia
$2.12M
LIG
367
Lokken Investment Group
Delaware
$2.1M -$207 -12 -0%
FG
368
Fiduciary Group
Georgia
$2.09M -$246K -14,262 -11%
FPAS
369
Focus Partners Advisor Solutions
Missouri
$2.08M -$334K -19,332 -15%
NRI
370
NFP Retirement Inc
California
$2.06M +$11.6K +669 +0.6%
CAM
371
Carret Asset Management
New York
$2.06M -$17.5K -1,014 -0.9%
GWWM
372
Great Waters Wealth Management
Minnesota
$2.05M -$34.9K -2,022 -2%
LCC
373
Lincoln Capital Corp
Rhode Island
$2.04M +$15.5K +897 +0.8%
LSAG
374
Lake Street Advisors Group
New Hampshire
$2.04M -$24.9K -1,440 -1%
VAF
375
Values Added Financial
District of Columbia
$2.03M +$33.7K +1,953 +2%