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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
501
FirstPurpose Wealth
Utah
$760K +$116K +6,633 +18%
TC
502
TAP Consulting
Missouri
$756K +$174K +9,903 +30%
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$753K -$44.9K -2,556 -6%
CWM
504
Cranbrook Wealth Management
Michigan
$751K
AWM
505
Apollon Wealth Management
South Carolina
$750K +$229K +13,068 +45%
CCM
506
Carlson Capital Management
Minnesota
$749K -$45.1K -2,568 -6%
MAG
507
Mayfair Advisory Group
Alabama
$747K -$44.7K -2,544 -6%
Stifel Financial
508
Stifel Financial
Missouri
$744K -$110K -6,288 -13%
MIA
509
MainStreet Investment Advisors
Illinois
$741K
SAF
510
Smith Anglin Financial
Texas
$741K +$3.63K +207 +0.5%
MWM
511
Merriman Wealth Management
Washington
$739K +$25.4K +1,446 +4%
NRI
512
NFP Retirement Inc
California
$735K +$11.4K +648 +2%
FNBT
513
FineMark National Bank & Trust
Florida
$733K +$1.74K +99 +0.2%
TAM
514
Townsend Asset Management
North Carolina
$732K -$527 -30 -0.1%
USCWA
515
U.S. Capital Wealth Advisors
Texas
$721K -$14.8K -843 -2%
APP
516
Avantax Planning Partners
Iowa
$719K +$184K +10,479 +35%
LW
517
Linscomb Wealth
Texas
$716K -$6.11K -348 -0.9%
SIG
518
Stonegate Investment Group
Alabama
$710K -$4.42K -252 -0.6%
ACP
519
Aveo Capital Partners
Colorado
$709K -$220K -12,558 -24%
SAM
520
Stone Asset Management
Texas
$707K +$2K +114 +0.3%
IFS
521
Ifrah Financial Services
Arkansas
$704K -$4.32K -246 -0.6%
LAM
522
LifePro Asset Management
California
$704K
CIC
523
Carnegie Investment Counsel
Ohio
$695K -$28.2K -1,605 -4%
GMA
524
Goldstein Munger & Associates
California
$695K -$53 -3 -0%
SAM
525
Summit Asset Management
Tennessee
$694K -$53 -3 -0%