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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$288K +$1.59K +138 +0.6%
WP
427
WealthSource Partners
California
$286K +$281K +24,372 New
AIM
428
Aspen Investment Management
Michigan
$284K +$13K +1,122 +5%
MCM
429
Maxim Capital Management
California
$283K -$1.25K -108 -0.4%
PNC Financial Services Group
430
PNC Financial Services Group
Pennsylvania
$283K +$162K +14,058 +141%
CC
431
Cadinha & Co
Hawaii
$280K +$19.5K +1,692 +8%
CCM
432
Canal Capital Management
Virginia
$279K +$274K +23,760 New
TW
433
Transform Wealth
Colorado
$277K -$2.01K -174 -0.7%
SFG
434
StrategIQ Financial Group
Indiana
$276K -$13.4K -1,164 -5%
HW
435
Hamilton Wealth
California
$276K +$272K +23,514 New
AMIM
436
Aull & Monroe Investment Management
Alabama
$275K – – –
GRP
437
Global Retirement Partners
California
$275K +$4.37K +378 +2%
WSTAM
438
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$41.8K +3,618 +18%
Thrivent Financial for Lutherans
439
Thrivent Financial for Lutherans
Minnesota
$274K +$61.7K +5,346 +30%
KBFS
440
Kohmann Bosshard Financial Services
Ohio
$273K -$40.7K -3,522 -13%
PFS
441
Prospera Financial Services
Texas
$271K +$263K +22,758 New
MAM
442
Mastrapasqua Asset Management
Tennessee
$268K – – –
APP
443
Avantax Planning Partners
Iowa
$265K +$1.59K +138 +0.6%
FIM
444
Frontier Investment Management
Texas
$263K +$7.34K +636 +3%
EAM
445
Evanson Asset Management
California
$261K – – –
TFS
446
TrustCore Financial Services
Tennessee
$261K +$49.8K +4,314 +24%
RPA
447
Rock Point Advisors
Vermont
$260K +$11.8K +1,020 +5%
HWA
448
Heritage Way Advisors
Illinois
$252K -$10.2K -882 -4%
GC
449
Grimes & Company
Massachusetts
$252K +$2.77K +240 +1%
RCAG
450
Rehmann Capital Advisory Group
Michigan
$249K – – –