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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
401
FineMark National Bank & Trust
Florida
$1.32M +$433K +26,553 +53%
AWM
402
Adams Wealth Management
Utah
$1.32M +$138K +8,448 +12%
JF
403
Joule Financial
Kentucky
$1.32M -$57.5K -3,528 -4%
BCM
404
Barden Capital Management
Texas
$1.32M +$1.25M +76,413 New
US Bancorp
405
US Bancorp
Minnesota
$1.3M +$29.9K +1,836 +2%
AFAS
406
Acorn Financial Advisory Services
Virginia
$1.3M +$59.1K +3,624 +5%
OA
407
Operose Advisors
Wisconsin
$1.29M +$4.5K +276 +0.4%
SHWM
408
Smith & Howard Wealth Management
Georgia
$1.29M -$447K -27,399 -27%
AL
409
Aspiriant LLC
California
$1.28M +$25.8K +1,584 +2%
NCM
410
Northwest Capital Management
Oregon
$1.28M
SW
411
SVB Wealth
Massachusetts
$1.27M -$91.2K -5,592 -7%
WWP
412
Waypoint Wealth Partners
California
$1.27M -$83.4K -5,115 -6%
CL
413
Choreo LLC
Illinois
$1.27M -$197K -12,084 -14%
GWM
414
Gray Wealth Management
Maine
$1.25M -$31.5K -1,935 -3%
GWMI
415
Guardian Wealth Management (Illinois)
Illinois
$1.24M -$17.5K -1,074 -1%
MFA
416
Morling Financial Advisors
California
$1.23M +$24.6K +1,509 +2%
PFA
417
Pinnacle Family Advisors
Missouri
$1.23M +$484K +29,685 +72%
GG
418
Gleason Group
Kentucky
$1.21M +$5.38K +330 +0.5%
NHC
419
Nicholas Hoffman & Company
Georgia
$1.21M +$2K +123 +0.2%
PFA
420
Pure Financial Advisors
California
$1.2M -$12.5K -765 -1%
BWM
421
BNC Wealth Management
Oregon
$1.19M -$42.7K -2,619 -4%
PIP
422
Peachtree Investment Partners
Florida
$1.18M +$3.96K +243 +0.4%
SAM
423
S.A. Mason
Michigan
$1.18M
ASN
424
Advisory Services Network
Georgia
$1.17M -$62.1K -3,810 -5%
B
425
Bailard
California
$1.16M +$70.6K +4,329 +7%