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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
Bowie Capital Management
Texas
$247K +$242K +21,000 New
LW
452
Linscomb Wealth
Texas
$246K +$242K +20,946 New
AWM
453
Avior Wealth Management
Nebraska
$245K -$277 -24 -0.1%
BPM
454
Bowling Portfolio Management
Ohio
$242K -$317K -27,492 -57%
MFT
455
Moisand Fitzgerald Tamayo
Florida
$242K +$1.11K +96 +0.5%
CA
456
Cortland Associates
Missouri
$241K
WA
457
Wealth Architects
California
$241K +$485 +42 +0.2%
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$232K -$17.4K -1,506 -7%
PWMAG
459
Pinnacle Wealth Management Advisory Group
New Jersey
$228K
PWM
460
Paulson Wealth Management
Illinois
$226K +$901 +78 +0.4%
MCM
461
Mengis Capital Management
Oregon
$225K +$7.48K +648 +3%
PSF
462
Pacific Sun Financial
California
$223K +$219K +18,960 New
ECM
463
Evergreen Capital Management
Washington
$215K
HIC
464
Hartline Investment Corp
Illinois
$214K -$10.4K -900 -5%
CAMG
465
CWA Asset Management Group
Florida
$213K
Baird Financial Group
466
Baird Financial Group
Wisconsin
$212K +$208K +18,006 New
APSP
467
Asset Planning Services (Pennsylvania)
Pennsylvania
$208K
SCM
468
Schnieders Capital Management
California
$208K
SFP
469
Shepherd Financial Partners
Massachusetts
$205K +$201K +17,406 New
Citigroup
470
Citigroup
New York
$204K -$1.87K -162 -0.9%
CL
471
CPWM LLC
Washington
$204K +$201K +17,382 New
IWC
472
Integrated Wealth Concepts
Massachusetts
$203K +$194K +16,788 New
PAM
473
Premier Asset Management
Illinois
$203K +$200K +17,310 New
PFM
474
Parsec Financial Management
North Carolina
$201K +$198K +17,136 New
Cerity Partners
475
Cerity Partners
New York
$200K +$196K +16,992 New