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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
376
Evanson Asset Management
California
$1.06M +$2.27K +144 +0.2%
EP
377
Eudaimonia Partners
Tennessee
$1.06M -$3.07M -194,454 -75%
SCP
378
Shorepoint Capital Partners
Massachusetts
$1.06M -$47.4K -3,006 -4%
WWP
379
Waypoint Wealth Partners
California
$1.04M +$4.73K +300 +0.5%
CA
380
Callahan Advisors
Texas
$1.03M +$3.78K +240 +0.4%
B
381
Bailard
California
$1.03M -$1.23M -77,886 -55%
DP
382
Denver PWM
Colorado
$1.03M +$51.6K +3,270 +4%
EWM
383
Evermay Wealth Management
Virginia
$1.03M – – –
NNP
384
Nachman Norwood & Parrott
South Carolina
$1.03M -$14.9K -948 -1%
RWRC
385
R.W. Roge & Company
New York
$1.03M -$49K -3,108 -5%
CNFG
386
Creegan & Nassoura Financial Group
New Hampshire
$1M -$94.6K -6,000 -9%
HA
387
Harborview Advisors
Maine
$1M +$2.84K +180 +0.3%
TIM
388
Tortoise Investment Management
New York
$958K +$83.3K +5,286 +10%
VWA
389
VERITY Wealth Advisors
United States
$955K -$49.7K -3,150 -5%
SSWM
390
Smith Salley Wealth Management
North Carolina
$948K – – –
DADC
391
D.A. Davidson & Co
Montana
$944K +$134K +8,490 +17%
CTA
392
Chesley Taft & Associates
Illinois
$938K – – –
BWM
393
Blossom Wealth Management
California
$937K +$179K +11,376 +24%
CCM
394
Chilton Capital Management
Texas
$931K -$61.5K -3,900 -6%
PA
395
Perennial Advisors
New York
$931K +$7.76K +492 +0.9%
TWM
396
Tolleson Wealth Management
Texas
$930K – – –
UWM
397
USAdvisors Wealth Management
Minnesota
$925K -$10.7M -676,176 -92%
Financial Engines Advisors
398
Financial Engines Advisors
California
$923K +$903K +57,288 New
WWM
399
Windsor Wealth Management
Indiana
$920K +$26.3K +1,668 +3%
CRC
400
Curi RMB Capital
Illinois
$919K -$1.89K -120 -0.2%