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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
476
EP Wealth Advisors
California
$922K +$2.75M +168,894 +96%
DADC
477
D.A. Davidson & Co
Montana
$917K
PWM
478
Perigon Wealth Management
California
$909K +$36.1K +2,217 +4%
CRC
479
Curi RMB Capital
Illinois
$901K -$54.3K -3,330 -6%
SFS
480
Sowell Financial Services
Arkansas
$890K +$155K +9,531 +23%
CWM
481
Cahill Wealth Management
Michigan
$882K +$3.08K +189 +0.4%
FWP
482
Firethorn Wealth Partners
Georgia
$872K +$1.66K +102 +0.2%
LWMT
483
Legacy Wealth Management (Tennessee)
Tennessee
$870K -$21.4K -1,314 -3%
VWA
484
V Wealth Advisors
Kansas
$862K +$23.7K +1,455 +3%
CA
485
Callahan Advisors
Texas
$859K +$29.8K +1,827 +4%
WANY
486
Wealthspire Advisors (New York)
New York
$854K -$50K -3,069 -6%
Renaissance Technologies
487
Renaissance Technologies
New York
$843K +$401K +24,600 +101%
TSWM
488
Triangle Securities Wealth Management
North Carolina
$838K +$485K +29,757 +158%
GWA
489
GGM Wealth Advisors
Maryland
$834K +$3.91K +240 +0.5%
AWE
490
Avidian Wealth Enterprises
Texas
$833K -$55.2K -3,387 -7%
MCM
491
Mengis Capital Management
Oregon
$830K -$5.72K -351 -0.7%
WMWM
492
Whitaker-Myers Wealth Managers
Ohio
$826K +$1.66K +102 +0.2%
SGCA
493
Steel Grove Capital Advisors
Tennessee
$821K -$19.1K -1,173 -2%
ECM
494
Exchange Capital Management
Michigan
$817K -$93.4K -5,730 -11%
SQA
495
Simon Quick Advisors
New Jersey
$813K +$49 +3 +0%
IAP
496
Indie Asset Partners
Indiana
$811K -$11.4K -702 -1%
MS
497
Madden Securities
Texas
$810K -$342 -21 -0%
RG
498
Retirement Group
California
$810K -$159K -9,741 -17%
NDSI
499
Newman Dignan & Sheerar Inc
Rhode Island
$800K +$19.3K +1,185 +3%
ECG
500
EPIQ Capital Group
California
$796K +$2.88K +177 +0.4%