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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
501
Beacon Financial Advisory
Ohio
$546K
EP
502
Eudaimonia Partners
Tennessee
$540K -$587K -34,692 -53%
OIM
503
Opus Investment Management
Massachusetts
$534K
Stifel Financial
504
Stifel Financial
Missouri
$526K +$1.73K +102 +0.3%
PFS
505
Prospera Financial Services
Texas
$525K +$67.3K +3,978 +15%
OCM
506
One Capital Management
California
$523K -$2.84K -168 -0.6%
BCM
507
Bowie Capital Management
Texas
$521K
HBT
508
Hills Bank & Trust
Iowa
$521K +$508K +30,000 New
WAM
509
Weatherly Asset Management
California
$518K -$81.2K -4,800 -14%
EWF
510
Epstein & White Financial
California
$518K +$504K +29,796 New
AA
511
AF Advisors
California
$515K +$502K +29,634 New
KPWS
512
Kestra Private Wealth Services
Texas
$511K +$406 +24 +0.1%
TC
513
TAP Consulting
Missouri
$509K +$19.3K +1,140 +4%
LWMT
514
Legacy Wealth Management (Tennessee)
Tennessee
$503K +$71.9K +4,248 +17%
MGIA
515
Moneta Group Investment Advisors
Missouri
$502K +$62.6K +3,696 +15%
CFIA
516
Cantor Fitzgerald Investment Advisors
New York
$494K -$50.8K -3,000 -10%
GC
517
Gilbert & Cook
Iowa
$493K -$11.2K -660 -2%
Bank of Montreal
518
Bank of Montreal
Ontario, Canada
$491K +$341K +20,166 +253%
IF
519
IRON Financial
Illinois
$490K -$15.2K -900 -3%
ACP
520
Aveo Capital Partners
Colorado
$489K +$157K +9,252 +49%
ACP
521
Aviance Capital Partners
Florida
$485K
APP
522
Avantax Planning Partners
Iowa
$471K +$4.16K +246 +0.9%
Janney Montgomery Scott
523
Janney Montgomery Scott
Pennsylvania
$466K +$453K +26,790 New
ARMC
524
American Research & Management Company
Massachusetts
$463K -$508 -30 -0.1%
CGFA
525
Colton Groome Financial Advisors
North Carolina
$459K +$447K +26,394 New