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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
376
Western Wealth Management
Colorado
$2.41M +$778K +36,447 +50%
NRI
377
NFP Retirement Inc
California
$2.39M -$121K -5,679 -5%
GWWM
378
Great Waters Wealth Management
Minnesota
$2.38M -$50.8K -2,379 -2%
VAF
379
Values Added Financial
District of Columbia
$2.37M -$33.2K -1,554 -1%
JHCP
380
Jackson Hole Capital Partners
Oklahoma
$2.37M +$320 +15 +0%
TIAA Trust, National Association
381
TIAA Trust, National Association
North Carolina
$2.36M -$59.4K -2,781 -3%
WPA
382
West Paces Advisors
Georgia
$2.35M -$39.7K -1,860 -2%
OCM
383
One Capital Management
California
$2.35M +$145K +6,783 +7%
AIM
384
AMI Investment Management
Indiana
$2.33M -$62.9K -2,946 -3%
PWM
385
Perigon Wealth Management
California
$2.29M -$645K -30,225 -23%
AFP
386
Ausdal Financial Partners
Iowa
$2.28M -$77.4K -3,624 -3%
CAI
387
Capital Advisors Inc
Oklahoma
$2.25M -$23K -1,077 -1%
JIR
388
James Investment Research
Ohio
$2.24M +$66.9K +3,135 +3%
BIA
389
Bigelow Investment Advisors
Maine
$2.23M -$146K -6,819 -6%
SA
390
Skyline Advisors
Washington
$2.23M +$448 +21 +0%
EL
391
Essex LLC
Illinois
$2.23M -$2.05K -96 -0.1%
FG
392
Foster Group
Iowa
$2.22M +$35.4K +1,659 +2%
WWC
393
Waypoint Wealth Counsel
Georgia
$2.21M +$39.9K +1,869 +2%
AMG
394
Asset Management Group
Connecticut
$2.2M +$37.7K +1,764 +2%
TSWM
395
Triangle Securities Wealth Management
North Carolina
$2.2M -$50.5K -2,364 -2%
MPM
396
Meritage Portfolio Management
Kansas
$2.17M +$613K +28,710 +41%
SWM
397
Segment Wealth Management
Texas
$2.16M -$49.7K -2,328 -2%
YIA
398
YHB Investment Advisors
Connecticut
$2.16M -$7.49K -351 -0.4%
KNFPWM
399
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.15M -$95.1K -4,452 -4%
WOSD
400
WFA of San Diego
California
$2.15M -$88K -4,122 -4%