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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
476
Centaurus Financial
California
$347K -$4.42K -360 -1%
SWPG
477
Strategic Wealth Partners Group
Illinois
$342K +$328K +26,694 New
MWM
478
Mission Wealth Management
California
$342K +$328K +26,718 New
PFA
479
Pinnacle Family Advisors
Missouri
$341K +$37.4K +3,048 +13%
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
$340K -$3.68K -300 -1%
PWM
481
Perigon Wealth Management
California
$334K +$38.8K +3,162 +14%
AFP
482
Ausdal Financial Partners
Iowa
$333K +$17K +1,386 +6%
AWA
483
Arkadios Wealth Advisors
Georgia
$321K +$294K +23,934 New
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$321K +$3.31K +270 +1%
QCMNJ
485
Quantum Capital Management (New Jersey)
New Jersey
$319K -$33.3K -2,712 -10%
PFS
486
Prospera Financial Services
Texas
$316K +$6.18K +504 +2%
Vanguard Capital Wealth Advisors
487
Vanguard Capital Wealth Advisors
Colorado
$312K -$27.7K -2,256 -8%
GRP
488
Global Retirement Partners
California
$311K +$3.75K +306 +1%
LW
489
Linscomb Wealth
Texas
$302K +$29.6K +2,412 +11%
AMIM
490
Aull & Monroe Investment Management
Alabama
$300K
CG
491
Caprock Group
Idaho
$299K -$45.4K -3,696 -14%
EAM
492
Evanson Asset Management
California
$298K -$12.1K -990 -4%
KBFS
493
Kohmann Bosshard Financial Services
Ohio
$298K
MAM
494
Mastrapasqua Asset Management
Tennessee
$297K +$5.15K +420 +2%
PCM
495
Pennsylvania Capital Management
Pennsylvania
$297K +$284K +23,154 New
TFS
496
TrustCore Financial Services
Tennessee
$290K +$5.15K +420 +2%
SFG
497
StrategIQ Financial Group
Indiana
$287K -$11.1K -906 -4%
LL
498
LPWM LLC
Minnesota
$286K +$274K +22,308 New
RPA
499
Rock Point Advisors
Vermont
$285K
JC
500
Jacobs & Co
California
$284K -$218K -17,796 -45%