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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
401
Janney Montgomery Scott
Pennsylvania
$2.95M -$68.5K -2,632 -2%
TWG
402
The Wealth Group
Minnesota
$2.91M -$254K -9,745 -8%
TIAA Trust, National Association
403
TIAA Trust, National Association
North Carolina
$2.91M -$15.7K -603 -0.5%
CPA
404
Cathy Pareto & Associates
Florida
$2.91M -$18.1K -697 -0.6%
PF
405
Penney Financial
Texas
$2.9M +$13K +500 +0.5%
FC
406
Financial Consulate
Maryland
$2.9M -$247K -9,487 -8%
AFP
407
Ausdal Financial Partners
Iowa
$2.88M +$47.7K +1,834 +2%
FWP
408
FAS Wealth Partners
Kansas
$2.88M -$382K -14,659 -12%
ZIC
409
ZWJ Investment Counsel
Georgia
$2.87M -$51.4K -1,976 -2%
NW
410
NewEdge Wealth
Pennsylvania
$2.87M +$692K +26,598 +32%
KCA
411
Kastel Capital Advisors
Massachusetts
$2.86M +$2.84M +109,220 New
LNWTC
412
Laird Norton Wetherby Trust Company
Washington
$2.86M +$2.83M +108,848 New
AWM
413
Angeles Wealth Management
California
$2.84M +$210K +8,082 +8%
IWC
414
Integrated Wealth Concepts
Massachusetts
$2.82M -$2.54M -97,602 -48%
GG
415
Gleason Group
Kentucky
$2.81M +$6.04K +232 +0.2%
EPM
416
Elm Partners Management
Pennsylvania
$2.8M +$323K +12,415 +13%
YIA
417
YHB Investment Advisors
Connecticut
$2.77M +$13.2K +507 +0.5%
EFP
418
Elser Financial Planning
Indiana
$2.76M
SA
419
SJBenen ADVISORY
North Carolina
$2.76M +$2.74M +105,143 New
RWP
420
RWA Wealth Partners
Massachusetts
$2.75M +$5.08K +195 +0.2%
IWMA
421
Ironwood Wealth Management (Arizona)
Arizona
$2.73M -$34.9K -1,339 -1%
WWC
422
Waypoint Wealth Counsel
Georgia
$2.71M +$21.4K +821 +0.8%
BCM
423
Boltwood Capital Management
California
$2.71M -$63.6K -2,444 -2%
FG
424
Foster Group
Iowa
$2.7M +$34.8K +1,337 +1%
RTL
425
Red Tortoise LLC
Georgia
$2.68M +$4.79K +184 +0.2%