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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
476
Waypoint Wealth Partners
California
$1.59M
KNFPWM
477
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.57M -$190K -8,332 -10%
CTA
478
Chesley Taft & Associates
Illinois
$1.54M +$110K +4,827 +7%
NDSI
479
Newman Dignan & Sheerar Inc
Rhode Island
$1.53M -$13.6K -600 -0.8%
FG
480
Fiduciary Group
Georgia
$1.52M -$8.69K -382 -0.5%
SWM
481
Selective Wealth Management
Virginia
$1.51M
RWM
482
Ritholtz Wealth Management
New York
$1.5M +$55.3K +2,430 +4%
KPWS
483
Kestra Private Wealth Services
Texas
$1.5M +$101K +4,418 +7%
PIP
484
Peachtree Investment Partners
Florida
$1.5M +$125K +5,503 +9%
MSG
485
Main Street Group
Virginia
$1.49M -$86K -3,782 -5%
NFTC
486
North Forty Two & Co
Oregon
$1.49M +$16.2K +713 +1%
CL
487
Choreo LLC
Illinois
$1.48M -$345K -15,180 -18%
US Bancorp
488
US Bancorp
Minnesota
$1.48M
KL
489
KWMG LLC
Kansas
$1.45M +$1.53M +67,122 New
SAM
490
S.A. Mason
Michigan
$1.44M -$65.4K -2,875 -4%
SRCM
491
Signature Resources Capital Management
California
$1.43M -$4.05K -178 -0.3%
BWM
492
Blossom Wealth Management
California
$1.43M -$31.2K -1,371 -2%
WI
493
Westbourne Investments
Virginia
$1.43M -$24.3K -1,070 -2%
MOS
494
MGO One Seven
Ohio
$1.41M +$121K +5,307 +9%
SCM
495
Seascape Capital Management
New Hampshire
$1.4M -$14.1K -619 -0.9%
WWM
496
Western Wealth Management
Colorado
$1.4M -$38.3K -1,685 -3%
IAN
497
Integrated Advisors Network
Texas
$1.4M -$11.7K -515 -0.8%
EAM
498
Everstar Asset Management
North Carolina
$1.39M -$28.1K -1,235 -2%
MTIC
499
Missouri Trust & Investment Company
Missouri
$1.39M +$271K +11,920 +23%
AWA
500
Acorn Wealth Advisors
Michigan
$1.38M +$347K +15,235 +31%