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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
Mengis Capital Management
Oregon
$569K +$427 +24 +0.1%
TC
502
TAP Consulting
Missouri
$569K +$63.6K +3,576 +12%
JWM
503
Jeppson Wealth Management
California
$565K +$1.71K +96 +0.3%
PWA
504
Physician Wealth Advisors
Utah
$564K -$9.82K -552 -2%
WJA
505
Willis Johnson & Associates
Texas
$564K +$580K +32,592 New
CWM
506
Cahaba Wealth Management
Georgia
$563K +$578K +32,526 New
BF
507
Blankinship & Foster
California
$552K -$2.67K -150 -0.5%
MHR
508
Matthew Hamilton Rosenberg
$549K -$15.6K -876 -3%
BFA
509
Beacon Financial Advisory
Ohio
$544K
BPM
510
Bowling Portfolio Management
Ohio
$535K +$99.8K +5,610 +22%
OIM
511
Opus Investment Management
Massachusetts
$532K
PFS
512
Prospera Financial Services
Texas
$530K +$7.47K +420 +1%
AA
513
AF Advisors
California
$529K +$16K +900 +3%
OCM
514
One Capital Management
California
$521K
BCM
515
Bowie Capital Management
Texas
$519K
HBT
516
Hills Bank & Trust
Iowa
$519K
EAM
517
Evanson Asset Management
California
$516K -$650K -36,546 -55%
CFB
518
Cullen/Frost Bankers
Texas
$515K +$251K +14,100 +90%
WAM
519
Weatherly Asset Management
California
$509K -$6.4K -360 -1%
IF
520
IRON Financial
Illinois
$505K +$17.8K +1,002 +4%
Rockefeller Capital Management
521
Rockefeller Capital Management
New York
$505K +$229K +12,858 +79%
CS
522
Credit Suisse
Switzerland
$504K -$114K -6,432 -18%
EP
523
Eudaimonia Partners
Tennessee
$503K -$36.3K -2,040 -7%
Bank of Montreal
524
Bank of Montreal
Ontario, Canada
$502K
GKWIM
525
Gerber Kawasaki Wealth & Investment Management
California
$495K +$173K +9,732 +52%