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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
476
Jones Financial Companies
Missouri
$850K +$38.8K +2,481 +5%
DADC
477
D.A. Davidson & Co
Montana
$848K -$4.03K -258 -0.5%
ECM
478
Exchange Capital Management
Michigan
$848K -$21.1K -1,350 -2%
WANY
479
Wealthspire Advisors (New York)
New York
$839K +$822K +52,596 New
ECML
480
Eagle Capital Management (Louisiana)
Louisiana
$838K -$20.3K -1,299 -2%
KAS
481
Kestra Advisory Services
Texas
$837K -$198K -12,648 -19%
GI
482
GS Investments
Minnesota
$837K +$8.3K +531 +1%
LWMT
483
Legacy Wealth Management (Tennessee)
Tennessee
$826K +$58.2K +3,723 +8%
AWE
484
Avidian Wealth Enterprises
Texas
$825K +$809K +51,717 New
KeyBank National Association
485
KeyBank National Association
Ohio
$814K – – –
FWP
486
Firethorn Wealth Partners
Georgia
$814K +$1.64K +105 +0.2%
CWM
487
Cahill Wealth Management
Michigan
$813K -$183K -11,700 -19%
PWM
488
Perigon Wealth Management
California
$806K +$610 +39 +0.1%
Susquehanna International Group
489
Susquehanna International Group
Pennsylvania
$806K -$85.7K -5,481 -10%
FNBT
490
FineMark National Bank & Trust
Florida
$799K +$2.58K +165 +0.3%
VHAM
491
Van Hulzen Asset Management
California
$783K +$11.4K +732 +2%
ECG
492
Edge Capital Group
Georgia
$780K -$100K -6,399 -12%
SGCA
493
Steel Grove Capital Advisors
Tennessee
$779K – – –
VWA
494
V Wealth Advisors
Kansas
$775K +$1.59K +102 +0.2%
MCM
495
Mengis Capital Management
Oregon
$774K +$4.46K +285 +0.6%
GWA
496
GGM Wealth Advisors
Maryland
$767K -$47 -3 -0%
CA
497
Callahan Advisors
Texas
$766K +$21K +1,344 +3%
WMWM
498
Whitaker-Myers Wealth Managers
Ohio
$762K -$20.5K -1,314 -3%
IAP
499
Indie Asset Partners
Indiana
$762K -$9.38K -600 -1%
SPFA
500
Summit Place Financial Advisors
New Jersey
$762K +$73.9K +4,725 +11%