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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
476
Physician Wealth Advisors
Utah
$514K -$84.2K -5,910 -16%
SWM
477
SVA Wealth Management
Wisconsin
$510K -$5.64K -396 -1%
WFA
478
West Financial Advisors
Iowa
$510K +$479K +33,624 New
JWM
479
Jeppson Wealth Management
California
$491K +$1.71K +120 +0.4%
CIC
480
Carnegie Investment Counsel
Ohio
$486K -$108K -7,560 -19%
BFC
481
Bedel Financial Consulting
Indiana
$484K -$10.3K -720 -2%
CL
482
Choreo LLC
Illinois
$481K +$76K +5,334 +20%
Millennium Management
483
Millennium Management
New York
$479K -$493K -34,632 -52%
CFIA
484
Cantor Fitzgerald Investment Advisors
New York
$476K -$60.3K -4,236 -12%
BFA
485
Beacon Financial Advisory
Ohio
$476K +$447K +31,410 New
OCM
486
One Capital Management
California
$471K -$14.1K -990 -3%
SAM
487
Summit Asset Management
Tennessee
$469K – – –
VDI
488
Vaughan David Investments
Illinois
$469K +$120K +8,400 +37%
ACM
489
Armbruster Capital Management
New York
$465K -$21.8K -1,530 -5%
CIBC Private Wealth Group
490
CIBC Private Wealth Group
Georgia
$456K -$4.36K -306 -1%
BCM
491
Bowie Capital Management
Texas
$455K – – –
ICG
492
InterOcean Capital Group
Tennessee
$455K +$427K +30,000 New
KPWS
493
Kestra Private Wealth Services
Texas
$452K -$498K -34,950 -54%
AA
494
AF Advisors
California
$446K +$1.71K +120 +0.4%
CFA
495
Cahill Financial Advisors
Minnesota
$444K -$15K -1,050 -3%
GC
496
Gilbert & Cook
Iowa
$440K – – –
IF
497
IRON Financial
Illinois
$438K -$3.33K -234 -0.8%
FMP
498
Financial Management Professionals
Texas
$431K +$260K +18,228 +179%
BPM
499
Bowling Portfolio Management
Ohio
$427K +$43.6K +3,060 +12%
ACP
500
Aviance Capital Partners
Florida
$424K – – –