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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
351
Sachetta
Massachusetts
$2.81M -$129K -5,690 -4%
CAM
352
Carret Asset Management
New York
$2.8M +$180K +7,894 +6%
BWM
353
BCS Wealth Management
Tennessee
$2.79M -$248K -10,886 -8%
CIG
354
CHB Investment Group
Pennsylvania
$2.78M -$154K -6,770 -5%
JHC
355
J. Hagan Capital
Kentucky
$2.77M +$2.77M +121,917 New
CMBA
356
C.M. Bidwell & Associates
Hawaii
$2.76M -$68 -3 -0%
OCM
357
Osterweis Capital Management
California
$2.75M
AssetMark Inc
358
AssetMark Inc
California
$2.73M -$464K -20,416 -14%
DFA
359
DHJJ Financial Advisors
Illinois
$2.69M -$173K -7,584 -6%
ZIC
360
ZWJ Investment Counsel
Georgia
$2.68M -$83.3K -3,661 -3%
IWM
361
IHT Wealth Management
Illinois
$2.68M -$11.9K -521 -0.4%
RWM
362
Rialto Wealth Management
New York
$2.66M -$104K -4,554 -4%
FC
363
Financial Consulate
Maryland
$2.62M +$7.14K +314 +0.3%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$2.62M +$394K +17,306 +14%
EWM
365
Empirical Wealth Management
Washington
$2.61M +$627K +27,563 +29%
CTWM
366
Cherry Tree Wealth Management
Minnesota
$2.6M -$63.1K -2,772 -2%
EM
367
ELCO Management
New York
$2.59M +$331K +14,540 +14%
SFA
368
Souders Financial Advisors
Ohio
$2.59M -$2.45M -107,686 -47%
SC
369
SouthState Corp
Florida
$2.58M +$2.73M +119,828 New
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$2.58M -$38K -1,672 -1%
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
$2.56M +$2.7M +118,874 New
PS
372
Planned Solutions
California
$2.56M +$158K +6,961 +6%
FWP
373
FAS Wealth Partners
Kansas
$2.55M +$7.55K +332 +0.3%
QCM
374
Quantinno Capital Management
New York
$2.55M +$1.14M +49,904 +73%
EWP
375
Elevation Wealth Partners
California
$2.54M -$84.7K -3,725 -3%