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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
451
Cerity Partners
New York
$253K +$52.5K +4,446 +26%
LW
452
Linscomb Wealth
Texas
$250K +$2.06K +174 +0.8%
TW
453
Transform Wealth
Colorado
$249K -$29.4K -2,484 -11%
BCM
454
Bowie Capital Management
Texas
$249K
WSTAM
455
Wilbanks Smith & Thomas Asset Management
Virginia
$245K -$32.2K -2,724 -12%
WA
456
Wealth Architects
California
$244K +$993 +84 +0.4%
HWA
457
Heritage Way Advisors
Illinois
$242K -$11.6K -978 -5%
PWMAG
458
Pinnacle Wealth Management Advisory Group
New Jersey
$242K +$12.4K +1,050 +5%
OWM
459
Orgel Wealth Management
Wisconsin
$242K +$242K +20,454 New
PP
460
Palladium Partners
Virginia
$240K -$1.15M -97,506 -83%
OIA
461
Optimum Investment Advisors
Illinois
$240K -$81.7K -6,912 -25%
MFT
462
Moisand Fitzgerald Tamayo
Florida
$239K -$4.89K -414 -2%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$233K +$71 +6 +0%
HNB
464
Huntington National Bank
Ohio
$232K
PWM
465
Paulson Wealth Management
Illinois
$230K +$7.87K +666 +4%
EWA
466
EP Wealth Advisors
California
$230K +$230K +19,446 New
MCM
467
Mengis Capital Management
Oregon
$229K +$3.12K +264 +1%
WP
468
WealthSource Partners
California
$224K -$64.3K -5,442 -22%
PSF
469
Pacific Sun Financial
California
$224K
VFA
470
Valeo Financial Advisors
Indiana
$222K +$62.2K +5,262 +39%
AllianceBernstein
471
AllianceBernstein
Tennessee
$221K +$221K +18,708 New
ECM
472
Evergreen Capital Management
Washington
$217K
COI
473
Capital One Investing
Virginia
$216K -$113K -9,540 -34%
HIC
474
Hartline Investment Corp
Illinois
$215K
CAMG
475
CWA Asset Management Group
Florida
$214K +$780 +66 +0.4%