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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
476
IHT Wealth Management
Illinois
$558K -$24.8K -1,572 -4%
WAM
477
Weatherly Asset Management
California
$558K -$15.1K -960 -3%
SW
478
SteelPeak Wealth
California
$557K +$544K +34,530 New
EFSCE
479
Enterprise Financial Services Corp (EFSC)
Missouri
$555K -$1.99K -126 -0.4%
VCM
480
Versant Capital Management
Arizona
$548K -$14.5K -918 -3%
WFA
481
West Financial Advisors
Iowa
$547K +$4.54K +288 +0.9%
PFA
482
Pinnacle Family Advisors
Missouri
$546K -$99.6K -6,318 -16%
EPM
483
Elm Partners Management
Pennsylvania
$543K -$90.3K -5,730 -15%
CA
484
Claro Advisors
Massachusetts
$542K -$4.82K -306 -0.9%
CL
485
Choreo LLC
Illinois
$541K +$28.5K +1,806 +6%
MAG
486
Mayfair Advisory Group
Alabama
$538K -$56.6K -3,588 -10%
MCM
487
Mengis Capital Management
Oregon
$532K +$193K +12,270 +59%
SBSB
488
Sullivan, Bruyette, Speros & Blaney
Virginia
$529K -$67.9K -4,308 -12%
VCM
489
Vigilant Capital Management
Maine
$528K +$517K +32,772 New
PWA
490
Physician Wealth Advisors
Utah
$527K -$2.84K -180 -0.6%
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
$526K +$41K +2,598 +9%
JWM
492
Jeppson Wealth Management
California
$523K +$1.32K +84 +0.3%
PAG
493
Pinnacle Advisory Group
Maryland
$518K +$506K +32,112 New
BPM
494
Bowling Portfolio Management
Ohio
$511K +$55.9K +3,546 +13%
VFA
495
Voya Financial Advisors
Connecticut
$507K +$499K +31,632 New
BFA
496
Beacon Financial Advisory
Ohio
$506K
OIM
497
Opus Investment Management
Massachusetts
$495K +$484K +30,720 New
CS
498
Credit Suisse
Switzerland
$494K +$182K +11,574 +61%
ACM
499
Armbruster Capital Management
New York
$489K -$4.63K -294 -1%
OCM
500
One Capital Management
California
$487K -$12.9K -816 -3%