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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
401
Bridgewater Advisors
New York
$1.84M -$113K -5,826 -6%
MSG
402
Main Street Group
Virginia
$1.84M -$7.31K -378 -0.4%
BWP
403
BSW Wealth Partners
Colorado
$1.84M -$82.3K -4,251 -4%
GG
404
Gleason Group
Kentucky
$1.83M +$19.9K +1,026 +1%
OCM
405
One Capital Management
California
$1.83M +$495K +25,566 +40%
Jones Financial Companies
406
Jones Financial Companies
Missouri
$1.82M +$92.8K +4,794 +6%
TYCC
407
Texas Yale Capital Corp
Florida
$1.8M
JIR
408
James Investment Research
Ohio
$1.78M +$210K +10,842 +14%
OA
409
Operose Advisors
Wisconsin
$1.77M +$5.11K +264 +0.3%
HR
410
Howe & Rusling
New York
$1.76M +$6.68K +345 +0.4%
ATI
411
ARK & TLK Investments
Oklahoma
$1.75M
GWA
412
Geometric Wealth Advisors
District of Columbia
$1.73M +$16.8K +870 +1%
WCM
413
Weik Capital Management
Pennsylvania
$1.73M +$1.74K +90 +0.1%
ASN
414
Advisory Services Network
Georgia
$1.73M +$1.8K +93 +0.1%
HI
415
Hendershot Investments
Virginia
$1.71M +$10.8K +558 +0.7%
RPWA
416
Regent Peak Wealth Advisors
Georgia
$1.7M -$72.7K -3,756 -4%
WWM
417
Western Wealth Management
Colorado
$1.7M -$688K -35,571 -30%
AA
418
Ancora Advisors
Ohio
$1.69M -$30.1K -1,557 -2%
AWA
419
Acorn Wealth Advisors
Michigan
$1.69M -$15.4K -795 -0.9%
TWM
420
Tolleson Wealth Management
Texas
$1.69M
SWM
421
Soundmark Wealth Management
Washington
$1.68M +$1.6M +82,497 New
APP
422
Avantax Planning Partners
Iowa
$1.68M +$960K +49,593 +151%
FNBOMD
423
First National Bank of Mount Dora
Florida
$1.67M
Bank of New York Mellon
424
Bank of New York Mellon
New York
$1.65M +$445K +22,971 +40%
GWM
425
Gray Wealth Management
Maine
$1.63M -$33.6K -1,734 -2%