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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JC
501
Jacobs & Co
California
$284K -$218K -17,796 -45%
GC
502
Grimes & Company
Massachusetts
$275K +$147 +12 +0.1%
MFG
503
Merit Financial Group
Georgia
$271K +$260K +21,156 New
BCM
504
Bowie Capital Management
Texas
$269K – – –
GI
505
GS Investments
Minnesota
$269K -$299K -24,384 -50%
TW
506
Transform Wealth
Colorado
$267K -$2.87K -234 -1%
MCM
507
Maxim Capital Management
California
$266K +$60.8K +4,956 +23%
RPG
508
Resource Planning Group
Georgia
$266K +$255K +20,796 New
WA
509
Wealth Architects
California
$265K +$736 +60 +0.3%
Cerity Partners
510
Cerity Partners
New York
$263K -$11.1K -906 -4%
PWMAG
511
Pinnacle Wealth Management Advisory Group
New Jersey
$262K -$74 -6 -0%
HWA
512
Heritage Way Advisors
Illinois
$262K – – –
ZIM
513
Zacks Investment Management
Illinois
$262K +$251K +20,472 New
Deutsche Bank
514
Deutsche Bank
Germany
$258K +$248K +20,172 New
HI
515
Human Investing
Oregon
$255K +$32.2K +2,622 +15%
AWM
516
AE Wealth Management
Kansas
$255K +$245K +19,938 New
RHBC
517
R.H. Bluestein & Co
Michigan
$254K +$243K +19,800 New
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$253K +$74 +6 +0%
Baird Financial Group
519
Baird Financial Group
Wisconsin
$251K +$19.4K +1,578 +9%
AWM
520
Altus Wealth Management
Kentucky
$251K +$240K +19,554 New
MFT
521
Moisand Fitzgerald Tamayo
Florida
$247K -$11.2K -912 -5%
MGIA
522
Moneta Group Investment Advisors
Missouri
$245K +$235K +19,122 New
PSF
523
Pacific Sun Financial
California
$243K – – –
WP
524
WealthSource Partners
California
$242K -$442 -36 -0.2%
AllianceBernstein
525
AllianceBernstein
Tennessee
$240K – – –