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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
401
Caprock Group
Idaho
$305K +$917 +84 +0.3%
MAS
402
Managed Account Services
Florida
$305K +$47.3K +4,332 +20%
KBFS
403
Kohmann Bosshard Financial Services
Ohio
$304K
CAN
404
Cetera Advisor Networks
California
$304K +$24.1K +2,208 +9%
APA
405
American Portfolios Advisors
New York
$301K +$276K +25,242 +1,957%
RWA
406
River Wealth Advisors
Pennsylvania
$297K -$37.3K -3,414 -12%
SG
407
Somerset Group
Minnesota
$297K +$47.9K +4,386 +20%
FF
408
Friedenthal Financial
New Jersey
$284K +$274K +25,074 New
SFA
409
Sequoia Financial Advisors
Ohio
$282K +$271K +24,864 New
SFG
410
StrategIQ Financial Group
Indiana
$280K +$3.8K +348 +1%
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$277K +$14.2K +1,296 +6%
MCM
412
Maxim Capital Management
California
$275K -$26.5K -2,430 -9%
PWM
413
Perigon Wealth Management
California
$273K +$38.5K +3,528 +18%
TSWM
414
Triangle Securities Wealth Management
North Carolina
$272K +$262K +23,988 New
TW
415
Transform Wealth
Colorado
$269K -$17.3K -1,584 -6%
AMIM
416
Aull & Monroe Investment Management
Alabama
$266K -$6.55K -600 -2%
AIM
417
Aspen Investment Management
Michigan
$261K -$74K -6,780 -23%
Vanguard Capital Wealth Advisors
418
Vanguard Capital Wealth Advisors
Colorado
$261K -$1.25K -114 -0.5%
GRP
419
Global Retirement Partners
California
$261K +$12.9K +1,182 +5%
MAM
420
Mastrapasqua Asset Management
Tennessee
$259K +$249K +22,806 New
HWA
421
Heritage Way Advisors
Illinois
$253K -$21.3K -1,950 -8%
EAM
422
Evanson Asset Management
California
$252K
APP
423
Avantax Planning Partners
Iowa
$252K +$786 +72 +0.3%
CC
424
Cadinha & Co
Hawaii
$251K +$19.2K +1,758 +9%
FAIM
425
Financial Advocates Investment Management
Washington
$251K +$241K +22,086 New