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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
451
Operose Advisors
Wisconsin
$1.93M -$53K -2,321 -3%
AA
452
Advisory Alpha
Michigan
$1.93M -$93.7K -4,104 -5%
MWA
453
Medallion Wealth Advisors
Connecticut
$1.93M +$1.94M +84,894 New
HI
454
Hendershot Investments
Virginia
$1.92M -$19.1K -836 -1%
AA
455
Ancora Advisors
Ohio
$1.92M +$24.5K +1,073 +1%
TWM
456
Thrive Wealth Management
Pennsylvania
$1.91M +$89.9K +3,935 +5%
NAS
457
NWF Advisory Services
California
$1.91M +$1.92M +84,111 New
CWM
458
Connecticut Wealth Management
Connecticut
$1.9M +$1.4M +61,336 +429%
KCP
459
Kera Capital Partners
California
$1.88M +$1.89M +82,721 New
AAS
460
Avantax Advisory Services
Texas
$1.87M +$233K +10,201 +14%
FNBOMD
461
First National Bank of Mount Dora
Florida
$1.86M – – –
KNFPWM
462
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.86M -$350K -15,318 -16%
BCI
463
Brinker Capital Investments
Pennsylvania
$1.85M +$170K +7,451 +10%
OPS
464
Orion Portfolio Solutions
Nebraska
$1.85M +$170K +7,451 +10%
BCM
465
Barden Capital Management
Texas
$1.84M +$35.4K +1,548 +2%
SCM
466
SOL Capital Management
Maryland
$1.83M +$115K +5,018 +7%
MCA
467
Midwest Capital Advisors
Michigan
$1.83M +$1.84M +80,536 New
Rockefeller Capital Management
468
Rockefeller Capital Management
New York
$1.81M +$106K +4,649 +6%
MA
469
Modus Advisors
Minnesota
$1.8M +$32.7K +1,433 +2%
TWM
470
Tolleson Wealth Management
Texas
$1.77M -$23 -1 -0%
EB
471
Exchange Bank
California
$1.77M -$3.43K -150 -0.2%
AC
472
Attessa Capital
Arizona
$1.76M +$1.77M +77,608 New
GCA
473
Gradient Capital Advisors
California
$1.76M -$16.1K -705 -0.9%
BWP
474
BSW Wealth Partners
Colorado
$1.75M -$27.5K -1,204 -2%
ASN
475
Advisory Services Network
Georgia
$1.75M -$114K -5,013 -6%