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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
501
Patton Albertson Miller Group
Tennessee
$790K -$188K -11,553 -20%
MFG
502
Midwest Financial Group
Kansas
$782K +$2.69K +165 +0.4%
CPA
503
Capital Performance Advisors
California
$778K +$736K +45,171 New
GP
504
Greenline Partners
New York
$777K -$197K -12,114 -21%
TWM
505
Thrive Wealth Management
Pennsylvania
$777K -$19.3K -1,185 -3%
BCM
506
Bowie Capital Management
Texas
$776K
SWM
507
Stockman Wealth Management
Montana
$772K -$44.8K -2,748 -6%
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$772K -$9.78K -600 -1%
CA
509
Cetera Advisors
Colorado
$771K +$8.41K +516 +1%
GI
510
GS Investments
Minnesota
$769K -$127K -7,806 -15%
MAC
511
Mason & Associates (California)
California
$766K +$13.6K +834 +2%
CAL
512
Capital Advisors Ltd
Ohio
$764K
GRP
513
Global Retirement Partners
California
$761K -$317K -19,449 -31%
JIR
514
James Investment Research
Ohio
$760K +$131K +8,052 +22%
ECG
515
Edge Capital Group
Georgia
$759K -$78.9K -4,842 -10%
KFP
516
KMG Fiduciary Partners
Ohio
$755K
FWA
517
FSM Wealth Advisors
Ohio
$755K
CWM
518
Curi Wealth Management
North Carolina
$754K -$19.7K -1,206 -3%
SWM
519
Spire Wealth Management
Virginia
$749K +$196 +12 +0%
WCF
520
West Coast Financial
California
$732K +$692K +42,450 New
SAF
521
Smith Anglin Financial
Texas
$731K +$1.37K +84 +0.2%
BC
522
Barrett & Company
Rhode Island
$728K +$1.32K +81 +0.2%
WIM
523
Waycross Investment Management
Washington
$718K -$35.4K -2,172 -5%
MIA
524
MainStreet Investment Advisors
Illinois
$718K
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$718K