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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
501
Grimes & Company
Massachusetts
$275K +$147 +12 +0.1%
MFG
502
Merit Financial Group
Georgia
$271K +$260K +21,156 New
BCM
503
Bowie Capital Management
Texas
$269K
GI
504
GS Investments
Minnesota
$269K -$299K -24,384 -50%
TW
505
Transform Wealth
Colorado
$267K -$2.87K -234 -1%
MCM
506
Maxim Capital Management
California
$266K +$60.8K +4,956 +23%
RPG
507
Resource Planning Group
Georgia
$266K +$255K +20,796 New
WA
508
Wealth Architects
California
$265K +$736 +60 +0.3%
Cerity Partners
509
Cerity Partners
New York
$263K -$11.1K -906 -4%
PWMAG
510
Pinnacle Wealth Management Advisory Group
New Jersey
$262K -$74 -6 -0%
HWA
511
Heritage Way Advisors
Illinois
$262K
ZIM
512
Zacks Investment Management
Illinois
$262K +$251K +20,472 New
Deutsche Bank
513
Deutsche Bank
Germany
$258K +$248K +20,172 New
HI
514
Human Investing
Oregon
$255K +$32.2K +2,622 +15%
AWM
515
AE Wealth Management
Kansas
$255K +$245K +19,938 New
RHBC
516
R.H. Bluestein & Co
Michigan
$254K +$243K +19,800 New
WAP
517
Wealthcare Advisory Partners
Pennsylvania
$253K +$74 +6 +0%
Baird Financial Group
518
Baird Financial Group
Wisconsin
$251K +$19.4K +1,578 +9%
AWM
519
Altus Wealth Management
Kentucky
$251K +$240K +19,554 New
MFT
520
Moisand Fitzgerald Tamayo
Florida
$247K -$11.2K -912 -5%
MGIA
521
Moneta Group Investment Advisors
Missouri
$245K +$235K +19,122 New
PSF
522
Pacific Sun Financial
California
$243K
WP
523
WealthSource Partners
California
$242K -$442 -36 -0.2%
AllianceBernstein
524
AllianceBernstein
Tennessee
$240K
MCM
525
Mengis Capital Management
Oregon
$236K -$11.6K -942 -5%