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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
451
Panoramic Investment Advisors
Colorado
$2.27M +$3.12K +119 +0.1%
SAMC
452
Spectrum Asset Management (California)
California
$2.26M +$244K +9,303 +12%
SWM
453
SpringVest Wealth Management
Texas
$2.25M +$104K +3,964 +5%
GWA
454
Geometric Wealth Advisors
District of Columbia
$2.24M -$27.9K -1,065 -1%
PWM
455
Perigon Wealth Management
California
$2.23M +$55.6K +2,119 +2%
TYCC
456
Texas Yale Capital Corp
Florida
$2.22M
WCM
457
Weaver Capital Management
Georgia
$2.21M -$2.18K -83 -0.1%
MWM
458
Modera Wealth Management
New Jersey
$2.21M -$8.06K -307 -0.3%
PWMG
459
Prestige Wealth Management Group
New Jersey
$2.21M -$187K -7,129 -7%
HI
460
Hendershot Investments
Virginia
$2.19M +$40.1K +1,528 +2%
GAG
461
GM Advisory Group
New York
$2.18M +$2.28M +86,934 New
PA
462
Pinnacle Associates
New York
$2.18M +$72.6K +2,768 +3%
NHC
463
Nicholas Hoffman & Company
Georgia
$2.18M +$434K +16,547 +24%
CA
464
Callahan Advisors
Texas
$2.18M +$248K +9,460 +12%
BCI
465
Brinker Capital Investments
Pennsylvania
$2.17M -$1.98M -75,586 -47%
AIM
466
AMI Investment Management
Indiana
$2.16M -$33.9K -1,291 -1%
TIA
467
Traphagen Investment Advisors
New Jersey
$2.15M -$10.4K -396 -0.5%
Natixis Advisors
468
Natixis Advisors
Massachusetts
$2.14M -$180K -6,861 -7%
FMP
469
Financial Management Professionals
Texas
$2.14M -$26.4K -1,005 -1%
WCM
470
Weik Capital Management
Pennsylvania
$2.13M +$77.4K +2,950 +4%
BCM
471
Barden Capital Management
Texas
$2.13M -$68.5K -2,612 -3%
HR
472
Howe & Rusling
New York
$2.13M -$84.6K -3,225 -4%
NW
473
NewEdge Wealth
Pennsylvania
$2.12M -$650K -24,780 -23%
DOA
474
D'Orazio & Associates
Virginia
$2.1M +$236 +9 +0%
CI
475
CX Institutional
Indiana
$2.1M -$1.17M -44,443 -35%