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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
451
Fonville Wealth Management
Virginia
$1.28M +$1.19M +68,736 New
MFA
452
Morling Financial Advisors
California
$1.27M -$17.8K -1,029 -1%
PF
453
Penney Financial
Texas
$1.27M +$1.18M +68,346 New
WA
454
Wealth Architects
California
$1.27M +$622 +36 +0.1%
JF
455
Joule Financial
Kentucky
$1.26M -$149K -8,649 -11%
RWM
456
Ritholtz Wealth Management
New York
$1.26M +$48.4K +2,805 +4%
SHWM
457
Smith & Howard Wealth Management
Georgia
$1.24M -$93.1K -5,388 -7%
SCA
458
STALEY CAPITAL ADVISERS
Pennsylvania
$1.22M +$881 +51 +0.1%
NHC
459
Nicholas Hoffman & Company
Georgia
$1.2M -$91.2K -5,283 -8%
AFAS
460
Acorn Financial Advisory Services
Virginia
$1.19M -$141K -8,187 -11%
OCM
461
One Capital Management
California
$1.19M +$125K +7,239 +13%
EFM
462
Eley Financial Management
Vermont
$1.19M -$1.04K -60 -0.1%
IAN
463
Integrated Advisors Network
Texas
$1.19M -$53.2K -3,078 -5%
GT
464
Glenmede Trust
Pennsylvania
$1.18M
PFA
465
Pinnacle Family Advisors
Missouri
$1.17M +$241K +13,956 +28%
GSAM
466
Grant Street Asset Management
Pennsylvania
$1.17M +$40.9K +2,367 +4%
B
467
Bailard
California
$1.16M +$3.99K +231 +0.4%
KWM
468
Keebeck Wealth Management
Illinois
$1.16M +$777 +45 +0.1%
MMA
469
Miracle Mile Advisors
California
$1.15M +$26.5K +1,536 +3%
PIM
470
Penobscot Investment Management
Massachusetts
$1.15M +$52 +3 +0%
CW
471
Connectus Wealth
Ohio
$1.14M -$9.85K -570 -0.9%
CA
472
Cetera Advisors
Colorado
$1.14M +$91.9K +5,322 +9%
Rockefeller Capital Management
473
Rockefeller Capital Management
New York
$1.14M +$292K +16,899 +38%
MPM
474
Meritage Portfolio Management
Kansas
$1.13M -$92.3K -5,343 -8%
GA
475
Gateway Advisory
New Jersey
$1.13M -$1.4K -81 -0.1%