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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
426
Optima Capital
Oregon
$2.65M +$47.1K +1,808 +2%
NFW
427
Noble Family Wealth
Florida
$2.65M -$15.6K -600 -0.6%
JHCP
428
Jackson Hole Capital Partners
Oklahoma
$2.61M -$104K -3,982 -4%
NRI
429
NFP Retirement Inc
California
$2.61M -$12.4K -475 -0.5%
SWM
430
Segment Wealth Management
Texas
$2.59M -$29.2K -1,120 -1%
MAV
431
Mason & Associates (Virginia)
Virginia
$2.55M -$160K -6,131 -6%
CAG
432
Csenge Advisory Group
Florida
$2.54M -$3.75K -144 -0.1%
BFPW
433
BOK Financial Private Wealth
Colorado
$2.53M – – –
MG
434
Mather Group
Illinois
$2.53M -$30.6K -1,176 -1%
GWWM
435
Great Waters Wealth Management
Minnesota
$2.51M -$38K -1,459 -2%
DCM
436
Dorato Capital Management
Colorado
$2.5M +$2.44M +93,710 New
AMG
437
Asset Management Group
Connecticut
$2.5M -$5.8K -223 -0.2%
PWMG
438
Prestige Wealth Management Group
New Jersey
$2.5M -$4.45K -171 -0.2%
EL
439
Essex LLC
Illinois
$2.48M -$33K -1,268 -1%
AA
440
Advisory Alpha
Michigan
$2.46M +$145K +5,580 +6%
IP
441
Indivisible Partners
Florida
$2.46M +$2.44M +93,765 New
AI
442
Axos Invest
Nevada
$2.45M -$891K -34,217 -27%
MCA
443
Midwest Capital Advisors
Michigan
$2.42M +$210K +8,084 +10%
Natixis Advisors
444
Natixis Advisors
Massachusetts
$2.41M +$410K +15,760 +21%
KeyBank National Association
445
KeyBank National Association
Ohio
$2.41M -$20K -767 -0.8%
HIC
446
Holderness Investments Company
North Carolina
$2.38M +$17.9K +687 +0.8%
AA
447
Ancora Advisors
Ohio
$2.38M +$47.2K +1,815 +2%
SFA
448
Souders Financial Advisors
Ohio
$2.38M -$50.4K -1,935 -2%
GWA
449
Geometric Wealth Advisors
District of Columbia
$2.37M -$9.87K -379 -0.4%
PIA
450
Panoramic Investment Advisors
Colorado
$2.37M +$37.6K +1,444 +2%