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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
451
V Wealth Advisors
Kansas
$348K -$212K -17,490 -34%
FIM
452
Frontier Investment Management
Texas
$342K +$40.4K +3,336 +11%
BFC
453
Bedel Financial Consulting
Indiana
$340K -$21.5K -1,776 -5%
AAS
454
Annex Advisory Services
Wisconsin
$340K +$214K +17,682 +110%
GWM
455
Greenwich Wealth Management
Connecticut
$332K
CFIA
456
Cantor Fitzgerald Investment Advisors
New York
$330K -$3.99K -330 -1%
ACM
457
Armbruster Capital Management
New York
$330K +$13.2K +1,092 +3%
IC
458
InterOcean Capital
Illinois
$328K -$589K -48,690 -60%
CP
459
Corbenic Partners
Pennsylvania
$327K -$166K -13,680 -30%
APA
460
American Portfolios Advisors
New York
$327K -$5.16M -426,618 -93%
NFG
461
Noven Financial Group
Colorado
$320K -$26.9K -2,220 -7%
NEGWA
462
New England Guild Wealth Advisors
Connecticut
$319K +$22.9K +1,896 +6%
PFS
463
Prospera Financial Services
Texas
$318K +$84K +6,942 +28%
S
464
SignatureFD
Georgia
$314K -$175K -14,430 -32%
SAM
465
Summit Asset Management
Tennessee
$311K
SSWM
466
Smith Salley Wealth Management
North Carolina
$309K
JIC
467
Joel Isaacson & Co
New York
$307K +$581 +48 +0.2%
CFA
468
Cahill Financial Advisors
Minnesota
$297K -$508 -42 -0.1%
RWA
469
River Wealth Advisors
Pennsylvania
$296K -$871 -72 -0.2%
ODIJL
470
One Day In July LLC
Vermont
$295K
APP
471
Avantax Planning Partners
Iowa
$293K +$8.49K +702 +2%
OWM
472
Orgel Wealth Management
Wisconsin
$291K -$1.02M -84,036 -74%
AA
473
AF Advisors
California
$290K +$348K +28,746 New
IF
474
IRON Financial
Illinois
$287K -$44K -3,636 -11%
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$287K +$23.5K +1,944 +7%