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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
426
Panoramic Investment Advisors
Colorado
$1.81M +$1.74M +81,585 New
AWM
427
Adams Wealth Management
Utah
$1.8M +$101K +4,728 +6%
CI
428
CacheTech Inc
Utah
$1.8M +$101K +4,728 +6%
TWM
429
Thrive Wealth Management
Pennsylvania
$1.78M +$53K +2,481 +3%
BCM
430
Barden Capital Management
Texas
$1.76M +$70.9K +3,321 +4%
MML Investors Services
431
MML Investors Services
Massachusetts
$1.76M +$26.5K +1,239 +2%
Bank of New York Mellon
432
Bank of New York Mellon
New York
$1.75M -$175K -8,202 -9%
BWM
433
Blossom Wealth Management
California
$1.75M +$51.6K +2,418 +3%
BWP
434
BSW Wealth Partners
Colorado
$1.74M -$100K -4,683 -6%
EWA
435
EP Wealth Advisors
California
$1.74M +$94.9K +4,446 +6%
GCA
436
Gradient Capital Advisors
California
$1.74M +$9.74K +456 +0.6%
TWM
437
Tolleson Wealth Management
Texas
$1.73M -$98.9K -4,632 -6%
AL
438
Aspiriant LLC
California
$1.73M +$83.5K +3,909 +5%
EB
439
Exchange Bank
California
$1.73M
MA
440
Modus Advisors
Minnesota
$1.73M +$64 +3 +0%
PFA
441
Pure Financial Advisors
California
$1.73M -$301K -14,106 -15%
ASN
442
Advisory Services Network
Georgia
$1.72M
GWM
443
Gray Wealth Management
Maine
$1.71M -$53.2K -2,490 -3%
MSG
444
Main Street Group
Virginia
$1.71M -$199K -9,324 -11%
SCM
445
SOL Capital Management
Maryland
$1.68M +$38.2K +1,791 +2%
Rockefeller Capital Management
446
Rockefeller Capital Management
New York
$1.66M -$28.7K -1,344 -2%
SWM
447
Selective Wealth Management
Virginia
$1.66M
BCI
448
Brinker Capital Investments
Pennsylvania
$1.64M +$412K +19,308 +35%
OPS
449
Orion Portfolio Solutions
Nebraska
$1.64M +$412K +19,308 +35%
WWP
450
Waypoint Wealth Partners
California
$1.64M