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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
426
Rock Point Advisors
Vermont
$211K +$11.9K +1,104 +6%
Bank of Montreal
427
Bank of Montreal
Ontario, Canada
$207K +$17.1K +1,584 +8%
FIM
428
Frontier Investment Management
Texas
$206K -$416K -38,454 -65%
PP
429
Palladium Partners
Virginia
$205K
WA
430
Wealth Architects
California
$204K +$843 +78 +0.4%
CC
431
Cadinha & Co
Hawaii
$203K +$25.6K +2,370 +13%
APSP
432
Asset Planning Services (Pennsylvania)
Pennsylvania
$176K +$584 +54 +0.3%
MFT
433
Moisand Fitzgerald Tamayo
Florida
$175K +$8.17K +756 +5%
Citigroup
434
Citigroup
New York
$173K +$1.3K +120 +0.7%
BWA
435
Burt Wealth Advisors
Maryland
$167K
WAP
436
Wealthcare Advisory Partners
Pennsylvania
$163K +$133K +12,264 +306%
FRA
437
Front Row Advisors
California
$161K
HI
438
Human Investing
Oregon
$159K +$172K +15,912 New
PA
439
Parallel Advisors
California
$158K -$33.7K -3,114 -16%
RFA
440
Reilly Financial Advisors
California
$150K +$101K +9,360 +165%
FCA
441
FinTrust Capital Advisors
South Carolina
$128K +$139K +12,822 New
VFA
442
Valeo Financial Advisors
Indiana
$122K -$37.4K -3,462 -22%
AWM
443
AllSquare Wealth Management
New York
$101K
EI
444
Ellevest Inc
New York
$101K +$109K +10,080 New
MA
445
MUFG Americas
New York
$100K
RWA
446
Ropes Wealth Advisors
Massachusetts
$100K
DOA
447
D'Orazio & Associates
Virginia
$100K +$15.9K +1,470 +17%
AIM
448
Anchor Investment Management
South Carolina
$96.6K
RFC
449
Regions Financial Corp
Alabama
$96K
WAM
450
Wealthspire Advisors (Maryland)
Maryland
$94K +$519 +48 +0.5%