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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
451
Keebeck Wealth Management
Illinois
$932K
GSAM
452
Grant Street Asset Management
Pennsylvania
$909K -$2.39K -159 -0.3%
FAIM
453
Financial Advocates Investment Management
Washington
$900K -$1.28M -84,942 -59%
PAMG
454
Patton Albertson Miller Group
Tennessee
$898K -$25.7K -1,710 -3%
CNFG
455
Creegan & Nassoura Financial Group
New Hampshire
$885K
CTA
456
Chesley Taft & Associates
Illinois
$882K -$11.5K -765 -1%
EWM
457
Evermay Wealth Management
Virginia
$879K -$9.56K -636 -1%
SSWM
458
Smith Salley Wealth Management
North Carolina
$878K
SBH
459
Segall Bryant & Hamill
Illinois
$876K -$45.1K -3,000 -5%
TPWM
460
Twelve Points Wealth Management
Massachusetts
$872K +$2.25K +150 +0.3%
AF
461
Allworth Financial
California
$860K +$100K +6,687 +13%
GP
462
Greenline Partners
New York
$851K -$483K -32,157 -36%
RWRC
463
R.W. Roge & Company
New York
$845K
OPWM
464
Oakwell Private Wealth Management
Texas
$845K -$28.4K -1,890 -3%
VWA
465
VERITY Wealth Advisors
United States
$838K
CWM
466
Curi Wealth Management
North Carolina
$838K -$22.5K -1,497 -3%
Susquehanna International Group
467
Susquehanna International Group
Pennsylvania
$836K -$2.33M -155,160 -73%
CRC
468
Curi RMB Capital
Illinois
$834K -$32.3K -2,148 -4%
RWP
469
Reliant Wealth Planning
Kentucky
$829K +$171K +11,355 +26%
ECG
470
Edge Capital Group
Georgia
$826K
CAG
471
Crestwood Advisors Group
Massachusetts
$825K +$2.34K +156 +0.3%
BEW
472
Burton Enright Welch
California
$823K +$28K +1,863 +4%
Baird Financial Group
473
Baird Financial Group
Wisconsin
$822K +$90.4K +6,015 +12%
UWPG
474
Ullmann Wealth Partners Group
Florida
$822K +$135 +9 +0%
CCM
475
Chilton Capital Management
Texas
$821K -$9.02K -600 -1%