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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
401
Bogart Wealth LLC
Virginia
$1.24M -$5.17M -330,372 -81%
GCA
402
Gradient Capital Advisors
California
$1.23M +$40.2K +2,568 +3%
MPM
403
Meritage Portfolio Management
Kansas
$1.21M -$200K -12,816 -14%
OA
404
Operose Advisors
Wisconsin
$1.19M +$4.46K +285 +0.4%
GWM
405
Gray Wealth Management
Maine
$1.19M -$15.2K -972 -1%
NCM
406
Northwest Capital Management
Oregon
$1.18M -$19.2K -1,230 -2%
SAM
407
S.A. Mason
Michigan
$1.18M -$16.9K -1,080 -1%
US Bancorp
408
US Bancorp
Minnesota
$1.17M +$544K +34,815 +90%
GWMI
409
Guardian Wealth Management (Illinois)
Illinois
$1.17M -$153K -9,816 -12%
SHJ
410
Sharkey, Howes & Javer
Colorado
$1.17M -$76.5K -4,896 -6%
LWM
411
Laidlaw Wealth Management
New York
$1.16M -$65.6K -4,197 -5%
AL
412
Aspiriant LLC
California
$1.16M – – –
FWI
413
Facet Wealth Inc
Maryland
$1.16M -$2.91K -186 -0.3%
CW
414
Connectus Wealth
Ohio
$1.16M – – –
BWM
415
BNC Wealth Management
Oregon
$1.15M -$3.94K -252 -0.3%
LIG
416
Lokken Investment Group
Delaware
$1.14M +$313K +20,019 +39%
ASN
417
Advisory Services Network
Georgia
$1.14M -$124K -7,956 -10%
AFAS
418
Acorn Financial Advisory Services
Virginia
$1.14M +$1.41K +90 +0.1%
PFA
419
Pure Financial Advisors
California
$1.12M +$235 +15 +0%
MFA
420
Morling Financial Advisors
California
$1.12M -$37.2K -2,379 -3%
GG
421
Gleason Group
Kentucky
$1.12M +$7.97K +510 +0.7%
NHC
422
Nicholas Hoffman & Company
Georgia
$1.12M +$4.64K +297 +0.4%
EAM
423
Evanson Asset Management
California
$1.1M -$108K -6,930 -9%
PIP
424
Peachtree Investment Partners
Florida
$1.09M -$18.5K -1,185 -2%
MA
425
MCF Advisors
Kentucky
$1.09M -$68.5K -4,380 -6%