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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
426
Reilly Financial Advisors
California
$306K
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$294K +$3.19K +270 +1%
CC
428
Cadinha & Co
Hawaii
$294K +$12.2K +1,032 +4%
EAM
429
Evanson Asset Management
California
$287K +$24.4K +2,064 +9%
AFP
430
Ausdal Financial Partners
Iowa
$287K +$287K +24,270 New
AIM
431
Aspen Investment Management
Michigan
$286K
PFS
432
Prospera Financial Services
Texas
$286K +$16.2K +1,368 +6%
Fisher Asset Management
433
Fisher Asset Management
Washington
$286K +$285K +24,132 New
GRP
434
Global Retirement Partners
California
$284K +$6.59K +558 +2%
PFA
435
Pinnacle Family Advisors
Missouri
$279K -$30.5K -2,580 -10%
APP
436
Avantax Planning Partners
Iowa
$279K +$14.9K +1,260 +6%
AMIM
437
Aull & Monroe Investment Management
Alabama
$277K
SFG
438
StrategIQ Financial Group
Indiana
$276K -$2.27K -192 -0.8%
HIM
439
Hanlon Investment Management
New Jersey
$275K -$380K -32,154 -58%
KBFS
440
Kohmann Bosshard Financial Services
Ohio
$275K +$71 +6 +0%
CCM
441
Carlson Capital Management
Minnesota
$274K +$23.3K +1,968 +9%
PWM
442
Perigon Wealth Management
California
$271K +$21.3K +1,800 +9%
MAM
443
Mastrapasqua Asset Management
Tennessee
$269K -$709 -60 -0.3%
MPM
444
Meritage Portfolio Management
Kansas
$266K +$266K +22,488 New
RPA
445
Rock Point Advisors
Vermont
$264K +$1.99K +168 +0.8%
AAS
446
Avantax Advisory Services
Texas
$263K -$68.8K -5,820 -21%
TFS
447
TrustCore Financial Services
Tennessee
$263K
NA
448
NewEdge Advisors
Louisiana
$261K +$260K +22,008 New
MCM
449
Maxim Capital Management
California
$257K -$28.6K -2,418 -10%
GC
450
Grimes & Company
Massachusetts
$254K +$71 +6 +0%