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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
476
Managed Account Services
Florida
$349K – – –
CF
477
Centaurus Financial
California
$347K -$4.42K -360 -1%
SWPG
478
Strategic Wealth Partners Group
Illinois
$342K +$328K +26,694 New
MWM
479
Mission Wealth Management
California
$342K +$328K +26,718 New
PFA
480
Pinnacle Family Advisors
Missouri
$341K +$37.4K +3,048 +13%
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
$340K -$3.68K -300 -1%
PWM
482
Perigon Wealth Management
California
$334K +$38.8K +3,162 +14%
AFP
483
Ausdal Financial Partners
Iowa
$333K +$17K +1,386 +6%
AWA
484
Arkadios Wealth Advisors
Georgia
$321K +$294K +23,934 New
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$321K +$3.31K +270 +1%
QCMNJ
486
Quantum Capital Management (New Jersey)
New Jersey
$319K -$33.3K -2,712 -10%
PFS
487
Prospera Financial Services
Texas
$316K +$6.18K +504 +2%
Vanguard Capital Wealth Advisors
488
Vanguard Capital Wealth Advisors
Colorado
$312K -$27.7K -2,256 -8%
GRP
489
Global Retirement Partners
California
$311K +$3.75K +306 +1%
LW
490
Linscomb Wealth
Texas
$302K +$29.6K +2,412 +11%
AMIM
491
Aull & Monroe Investment Management
Alabama
$300K – – –
CG
492
Caprock Group
Idaho
$299K -$45.4K -3,696 -14%
EAM
493
Evanson Asset Management
California
$298K -$12.1K -990 -4%
KBFS
494
Kohmann Bosshard Financial Services
Ohio
$298K – – –
MAM
495
Mastrapasqua Asset Management
Tennessee
$297K +$5.15K +420 +2%
PCM
496
Pennsylvania Capital Management
Pennsylvania
$297K +$284K +23,154 New
TFS
497
TrustCore Financial Services
Tennessee
$290K +$5.15K +420 +2%
SFG
498
StrategIQ Financial Group
Indiana
$287K -$11.1K -906 -4%
LL
499
LPWM LLC
Minnesota
$286K +$274K +22,308 New
RPA
500
Rock Point Advisors
Vermont
$285K – – –