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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
451
Kingswood Wealth Advisors
California
$1.62M +$323K +15,114 +26%
EM
452
ELCO Management
New York
$1.62M +$304K +14,250 +24%
EAM
453
Everstar Asset Management
North Carolina
$1.62M +$1.56M +72,978 New
KPWS
454
Kestra Private Wealth Services
Texas
$1.61M +$240K +11,244 +18%
NDSI
455
Newman Dignan & Sheerar Inc
Rhode Island
$1.61M +$3.13M +146,631 +216%
AAS
456
Avantax Advisory Services
Texas
$1.6M +$66.7K +3,123 +5%
FG
457
Fiduciary Group
Georgia
$1.58M -$839K -39,306 -36%
SHWM
458
Smith & Howard Wealth Management
Georgia
$1.56M
GWMI
459
Guardian Wealth Management (Illinois)
Illinois
$1.54M -$46.9K -2,196 -3%
SAM
460
S.A. Mason
Michigan
$1.54M +$641 +30 +0%
US Bancorp
461
US Bancorp
Minnesota
$1.53M -$109K -5,103 -7%
FWA
462
FSM Wealth Advisors
Ohio
$1.53M +$435K +20,379 +42%
NHC
463
Nicholas Hoffman & Company
Georgia
$1.5M -$70.2K -3,288 -5%
PCWA
464
Pacific Capital Wealth Advisors
California
$1.5M -$121K -5,676 -8%
RWM
465
Ritholtz Wealth Management
New York
$1.5M -$4.23K -198 -0.3%
SRCM
466
Signature Resources Capital Management
California
$1.49M -$45.4K -2,127 -3%
CA
467
CoreCap Advisors
Michigan
$1.49M +$1.43M +67,191 New
BWL
468
Bogart Wealth LLC
Virginia
$1.48M -$71.5K -3,348 -5%
SF
469
Summit Financial
New Jersey
$1.48M +$1.01M +47,262 +243%
BDWCC
470
B&D White Capital Company
Texas
$1.46M +$114K +5,343 +9%
WIC
471
Whitegate Investment Counselors
New Hampshire
$1.45M +$1.15M +53,850 +469%
IAN
472
Integrated Advisors Network
Texas
$1.44M +$8.33K +390 +0.6%
FWM
473
Fonville Wealth Management
Virginia
$1.44M -$54.4K -2,550 -4%
PIM
474
Penobscot Investment Management
Massachusetts
$1.42M -$32K -1,500 -2%
CAM
475
Clark Asset Management
New Hampshire
$1.41M +$612K +28,683 +82%