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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
501
Acorn Wealth Advisors
Michigan
$1.38M +$347K +15,235 +31%
FWA
502
FSM Wealth Advisors
Ohio
$1.38M -$107K -4,707 -7%
CPA
503
Capital Performance Advisors
California
$1.38M +$232K +10,191 +19%
BIG
504
Brookwood Investment Group
Arizona
$1.37M +$1.45M +63,707 New
GJIA
505
Glass Jacobson Investment Advisors
Maryland
$1.37M – – –
BDWCC
506
B&D White Capital Company
Texas
$1.37M -$83.4K -3,668 -5%
B
507
Bailard
California
$1.36M +$94K +4,131 +7%
IAA
508
Independent Advisor Alliance
North Carolina
$1.34M -$1.32M -58,001 -48%
PPW
509
Pasadena Private Wealth
California
$1.33M +$1.41M +61,877 New
DI
510
Disciplined Investments
Oklahoma
$1.33M – – –
CA
511
Callahan Advisors
Texas
$1.33M +$116K +5,120 +9%
GWMI
512
Guardian Wealth Management (Illinois)
Illinois
$1.33M -$183K -8,047 -12%
PCWA
513
Pacific Capital Wealth Advisors
California
$1.32M -$17.7K -776 -1%
RW
514
REDW Wealth
New Mexico
$1.32M -$1.65M -72,549 -54%
SCA
515
STALEY CAPITAL ADVISERS
Pennsylvania
$1.32M -$2.46K -108 -0.2%
FWM
516
Fonville Wealth Management
Virginia
$1.31M -$48.1K -2,115 -3%
NHC
517
Nicholas Hoffman & Company
Georgia
$1.31M -$20.5K -900 -1%
PTC
518
Private Trust Company
Ohio
$1.29M – – –
BAM
519
Belpointe Asset Management
Nevada
$1.29M +$716K +31,485 +111%
Natixis Advisors
520
Natixis Advisors
Massachusetts
$1.28M +$228K +10,002 +20%
WA
521
Wealth Architects
California
$1.28M +$614 +27 +0%
FFP
522
Freedom Financial Partners
Minnesota
$1.27M -$30.2K -1,329 -2%
APP
523
Avantax Planning Partners
Iowa
$1.27M -$52K -2,286 -4%
ASN
524
Advisory Services Network
Georgia
$1.27M -$410K -18,039 -23%
KeyBank National Association
525
KeyBank National Association
Ohio
$1.27M – – –