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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
426
Twele Capital Management
Minnesota
$844K -$74.1K -4,380 -8%
PP
427
Pegasus Partners
Wisconsin
$833K
SFSIG
428
San Francisco Sentry Investment Group
California
$825K -$11.2K -660 -1%
PWSG
429
Pacific Wealth Strategies Group
California
$808K -$876K -51,762 -53%
G
430
Gainplan
Michigan
$804K -$20.5K -1,212 -3%
BO
431
BRR OpCo
Ohio
$802K +$781K +46,152 New
Vanguard Personalized Indexing Management
432
Vanguard Personalized Indexing Management
California
$794K +$1.01K +60 +0.1%
EWA
433
EP Wealth Advisors
California
$779K +$1.22K +72 +0.2%
ECG
434
EPIQ Capital Group
California
$779K +$2.34K +138 +0.3%
APA
435
American Portfolios Advisors
New York
$776K +$20K +1,182 +3%
CWS
436
Cypress Wealth Services
California
$770K -$119K -7,026 -14%
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$768K
EFSCE
438
Enterprise Financial Services Corp (EFSC)
Missouri
$768K +$165K +9,762 +28%
HIC
439
Holderness Investments Company
North Carolina
$766K +$25.4K +1,500 +4%
NRI
440
NFP Retirement Inc
California
$754K -$24K -1,416 -3%
CCM
441
Carlson Capital Management
Minnesota
$753K -$1.42K -84 -0.2%
PIA
442
Pinion Investment Advisors
Kansas
$752K -$34.5K -2,040 -5%
MA
443
MCF Advisors
Kentucky
$750K
SPFA
444
Summit Place Financial Advisors
New Jersey
$749K +$19.8K +1,170 +3%
PCA
445
Pallas Capital Advisors
Massachusetts
$746K +$713K +42,144 New
GRP
446
Global Retirement Partners
California
$745K -$43.1K -2,544 -6%
NFG
447
Next Financial Group
Texas
$745K +$28.9K +1,710 +4%
GC
448
Grimes & Company
Massachusetts
$741K -$18.9K -1,116 -3%
TAM
449
Townsend Asset Management
North Carolina
$733K -$4.26K -252 -0.6%
CWM
450
Cranbrook Wealth Management
Michigan
$733K