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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
401
Smith Salley Wealth Management
North Carolina
$1.02M – – –
PA
402
Perennial Advisors
New York
$1.01M +$2.88K +162 +0.3%
DADC
403
D.A. Davidson & Co
Montana
$1.01M +$3.2K +180 +0.3%
WWM
404
Windsor Wealth Management
Indiana
$1.01M +$2.24K +126 +0.2%
FMP
405
Financial Management Professionals
Texas
$1.01M -$370K -20,826 -26%
EWM
406
Evermay Wealth Management
Virginia
$1M +$107 +6 +0%
CRC
407
Curi RMB Capital
Illinois
$987K – – –
ATC
408
Argent Trust Co
Tennessee
$985K +$3.2K +180 +0.3%
FT
409
Fiduciary Trust
Massachusetts
$984K – – –
LIG
410
Lokken Investment Group
Delaware
$984K +$38.7K +2,178 +4%
GSAM
411
Grant Street Asset Management
Pennsylvania
$983K +$842K +47,340 +502%
VWA
412
VERITY Wealth Advisors
United States
$971K -$56.6K -3,180 -5%
GP
413
Greenline Partners
New York
$968K +$3.1K +174 +0.3%
Cerity Partners
414
Cerity Partners
New York
$960K +$31.5K +1,770 +3%
CP
415
Corbenic Partners
Pennsylvania
$953K +$427 +24 +0%
UWPG
416
Ullmann Wealth Partners Group
Florida
$952K +$82.9K +4,662 +9%
PWM
417
Perigon Wealth Management
California
$938K -$9.5K -534 -1%
ICG
418
InterOcean Capital Group
Tennessee
$938K +$30.8K +1,734 +3%
CCM
419
Chilton Capital Management
Texas
$922K – – –
GI
420
GS Investments
Minnesota
$921K +$946K +53,190 New
EWA
421
EP Wealth Advisors
California
$915K +$143K +8,028 +18%
ODIJL
422
One Day In July LLC
Vermont
$908K +$19.8K +1,116 +2%
PFA
423
Pinnacle Family Advisors
Missouri
$903K +$331K +18,600 +55%
UWM
424
USAdvisors Wealth Management
Minnesota
$903K +$928K +52,176 New
TIM
425
Total Investment Management
Arizona
$898K -$52.9M -2,972,838 -98%