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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
426
Gateway Advisory
New Jersey
$1.04M -$272K -18,099 -21%
NHC
427
Nicholas Hoffman & Company
Georgia
$1.04M +$11K +735 +1%
PIP
428
Peachtree Investment Partners
Florida
$1.04M
GG
429
Gleason Group
Kentucky
$1.04M +$1.04M +69,423 New
TIA
430
Traphagen Investment Advisors
New Jersey
$1.02M -$59.2K -3,936 -5%
CWM
431
Cahill Wealth Management
Michigan
$1.02M -$18.7K -1,242 -2%
WA
432
Wealth Architects
California
$1.01M +$496 +33 +0%
MTIC
433
Missouri Trust & Investment Company
Missouri
$1.01M -$89.8K -5,976 -8%
GT
434
Glenmede Trust
Pennsylvania
$1.01M +$121K +8,019 +14%
CIBC Private Wealth Group
435
CIBC Private Wealth Group
Georgia
$1.01M -$288K -19,191 -16%
IAN
436
Integrated Advisors Network
Texas
$1M +$21.1K +1,401 +2%
EFM
437
Eley Financial Management
Vermont
$998K +$1M +66,825 New
Bank of New York Mellon
438
Bank of New York Mellon
New York
$994K +$560K +37,290 +128%
RWM
439
Ritholtz Wealth Management
New York
$981K -$280K -18,609 -22%
KAS
440
Kestra Advisory Services
Texas
$973K +$182K +12,105 +23%
B
441
Bailard
California
$971K -$1.98K -132 -0.2%
AAS
442
Annex Advisory Services
Wisconsin
$967K -$1.72M -114,309 -64%
SCM
443
SOL Capital Management
Maryland
$961K +$56.4K +3,750 +6%
SAM
444
Smithbridge Asset Management
Pennsylvania
$959K -$110K -7,350 -10%
SCP
445
Shorepoint Capital Partners
Massachusetts
$958K -$10.8K -717 -1%
RTL
446
Red Tortoise LLC
Georgia
$952K +$957K +63,711 New
OCM
447
One Capital Management
California
$951K +$498K +33,126 +108%
AWM
448
Adams Wealth Management
Utah
$943K +$703K +46,782 +286%
PIM
449
Penobscot Investment Management
Massachusetts
$943K -$1.13K -75 -0.1%
WWM
450
Windsor Wealth Management
Indiana
$939K +$4.73K +315 +0.5%