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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$569K -$320 -18 -0.1%
MCM
502
Mengis Capital Management
Oregon
$569K +$427 +24 +0.1%
TC
503
TAP Consulting
Missouri
$569K +$63.6K +3,576 +12%
JWM
504
Jeppson Wealth Management
California
$565K +$1.71K +96 +0.3%
PWA
505
Physician Wealth Advisors
Utah
$564K -$9.82K -552 -2%
WJA
506
Willis Johnson & Associates
Texas
$564K +$580K +32,592 New
CWM
507
Cahaba Wealth Management
Georgia
$563K +$578K +32,526 New
BF
508
Blankinship & Foster
California
$552K -$2.67K -150 -0.5%
MHR
509
Matthew Hamilton Rosenberg
$549K -$15.6K -876 -3%
BFA
510
Beacon Financial Advisory
Ohio
$544K – – –
BPM
511
Bowling Portfolio Management
Ohio
$535K +$99.8K +5,610 +22%
OIM
512
Opus Investment Management
Massachusetts
$532K – – –
PFS
513
Prospera Financial Services
Texas
$530K +$7.47K +420 +1%
AA
514
AF Advisors
California
$529K +$16K +900 +3%
OCM
515
One Capital Management
California
$521K – – –
BCM
516
Bowie Capital Management
Texas
$519K – – –
HBT
517
Hills Bank & Trust
Iowa
$519K – – –
EAM
518
Evanson Asset Management
California
$516K -$650K -36,546 -55%
CFB
519
Cullen/Frost Bankers
Texas
$515K +$251K +14,100 +90%
WAM
520
Weatherly Asset Management
California
$509K -$6.4K -360 -1%
IF
521
IRON Financial
Illinois
$505K +$17.8K +1,002 +4%
Rockefeller Capital Management
522
Rockefeller Capital Management
New York
$505K +$229K +12,858 +79%
CS
523
Credit Suisse
Switzerland
$504K -$114K -6,432 -18%
EP
524
Eudaimonia Partners
Tennessee
$503K -$36.3K -2,040 -7%
Bank of Montreal
525
Bank of Montreal
Ontario, Canada
$502K – – –