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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
451
Vanguard Capital Wealth Advisors
Colorado
$249K -$21.1K -1,830 -8%
CCM
452
Carlson Capital Management
Minnesota
$249K -$1.18K -102 -0.5%
PWM
453
Perigon Wealth Management
California
$247K -$26.7K -2,310 -10%
BCM
454
Bowie Capital Management
Texas
$247K +$242K +21,000 New
LW
455
Linscomb Wealth
Texas
$246K +$242K +20,946 New
AWM
456
Avior Wealth Management
Nebraska
$245K -$277 -24 -0.1%
BPM
457
Bowling Portfolio Management
Ohio
$242K -$317K -27,492 -57%
MFT
458
Moisand Fitzgerald Tamayo
Florida
$242K +$1.11K +96 +0.5%
CA
459
Cortland Associates
Missouri
$241K – – –
WA
460
Wealth Architects
California
$241K +$485 +42 +0.2%
WAP
461
Wealthcare Advisory Partners
Pennsylvania
$232K -$17.4K -1,506 -7%
PWMAG
462
Pinnacle Wealth Management Advisory Group
New Jersey
$228K – – –
PWM
463
Paulson Wealth Management
Illinois
$226K +$901 +78 +0.4%
MCM
464
Mengis Capital Management
Oregon
$225K +$7.48K +648 +3%
PSF
465
Pacific Sun Financial
California
$223K +$219K +18,960 New
ECM
466
Evergreen Capital Management
Washington
$215K – – –
HIC
467
Hartline Investment Corp
Illinois
$214K -$10.4K -900 -5%
CAMG
468
CWA Asset Management Group
Florida
$213K – – –
GT
469
Glenmede Trust
Pennsylvania
$212K – – –
Baird Financial Group
470
Baird Financial Group
Wisconsin
$212K +$208K +18,006 New
APSP
471
Asset Planning Services (Pennsylvania)
Pennsylvania
$208K – – –
SCM
472
Schnieders Capital Management
California
$208K – – –
SFP
473
Shepherd Financial Partners
Massachusetts
$205K +$201K +17,406 New
Citigroup
474
Citigroup
New York
$204K -$1.87K -162 -0.9%
CL
475
CPWM LLC
Washington
$204K +$201K +17,382 New