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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
426
Squar Milner Financial Services
California
$248K
FIM
427
Frontier Investment Management
Texas
$246K +$11.3K +1,038 +5%
CCM
428
Carlson Capital Management
Minnesota
$242K +$1.51K +138 +0.7%
RCAG
429
Rehmann Capital Advisory Group
Michigan
$241K +$232K +21,204 New
GC
430
Grimes & Company
Massachusetts
$240K +$131 +12 +0.1%
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$240K +$53.9K +4,932 +30%
RPA
432
Rock Point Advisors
Vermont
$239K -$197 -18 -0.1%
AWM
433
Avior Wealth Management
Nebraska
$237K -$13.3K -1,218 -6%
WA
434
Wealth Architects
California
$232K +$721 +66 +0.3%
MFT
435
Moisand Fitzgerald Tamayo
Florida
$232K +$32.2K +2,946 +17%
CA
436
Cortland Associates
Missouri
$232K +$224K +20,490 New
WSTAM
437
Wilbanks Smith & Thomas Asset Management
Virginia
$225K -$313K -28,686 -59%
RAG
438
Roof Advisory Group
Pennsylvania
$220K -$3.41M -311,970 -94%
PWMAG
439
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$212K +19,380 New
HIC
440
Hartline Investment Corp
Illinois
$216K +$208K +19,086 New
AAS
441
Annex Advisory Services
Wisconsin
$215K -$69.3K -6,348 -25%
NFG
442
Noven Financial Group
Colorado
$215K +$207K +18,966 New
PWM
443
Paulson Wealth Management
Illinois
$212K +$204K +18,708 New
MCM
444
Mengis Capital Management
Oregon
$210K +$202K +18,516 New
ECM
445
Evergreen Capital Management
Washington
$208K +$200K +18,300 New
AWM
446
Apollon Wealth Management
South Carolina
$206K -$5.15M -472,068 -96%
CAMG
447
CWA Asset Management Group
Florida
$206K +$198K +18,120 New
CCP
448
Clarkston Capital Partners
Michigan
$206K +$199K +18,186 New
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$204K -$983 -90 -0.5%
TFS
450
TrustCore Financial Services
Tennessee
$203K +$195K +17,868 New