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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
501
J.W. Cole Advisors
Florida
$1.66M +$256K +11,600 +20%
EFM
502
Eley Financial Management
Vermont
$1.66M +$313K +14,212 +26%
NFTC
503
North Forty Two & Co
Oregon
$1.65M +$22 +1 +0%
BWP
504
BSW Wealth Partners
Colorado
$1.64M -$181K -8,227 -11%
CA
505
CGN Advisors
Kansas
$1.64M -$355K -16,133 -19%
MSG
506
Main Street Group
Virginia
$1.64M -$12K -546 -0.8%
BAM
507
Belpointe Asset Management
Nevada
$1.64M +$192K +8,718 +15%
BWM
508
Blossom Wealth Management
California
$1.62M +$32.5K +1,475 +2%
FWA
509
FSM Wealth Advisors
Ohio
$1.6M +$52.1K +2,364 +4%
MPM
510
Meritage Portfolio Management
Kansas
$1.6M -$356K -16,162 -19%
SAM
511
S.A. Mason
Michigan
$1.59M +$551 +25 +0%
WI
512
Westbourne Investments
Virginia
$1.58M -$2.82K -128 -0.2%
CWM
513
Cahaba Wealth Management
Georgia
$1.57M +$1.45M +66,019 New
RWM
514
RKL Wealth Management
Pennsylvania
$1.56M -$1.76M -79,703 -55%
CA
515
Callahan Advisors
Texas
$1.55M +$74.7K +3,390 +5%
WWM
516
Western Wealth Management
Colorado
$1.55M +$2.2K +100 +0.2%
SW
517
SVB Wealth
Massachusetts
$1.55M +$1.43M +64,890 New
IAN
518
Integrated Advisors Network
Texas
$1.53M -$21.3K -967 -1%
MTIC
519
Missouri Trust & Investment Company
Missouri
$1.53M -$11.5K -520 -0.8%
CPA
520
Capital Performance Advisors
California
$1.52M -$220 -10 -0%
Natixis Advisors
521
Natixis Advisors
Massachusetts
$1.52M +$88.9K +4,035 +7%
BDWCC
522
B&D White Capital Company
Texas
$1.52M +$793 +36 +0.1%
LFG
523
Larson Financial Group
Missouri
$1.51M +$104K +4,741 +8%
B
524
Bailard
California
$1.51M +$6.85K +311 +0.5%
EAM
525
Everstar Asset Management
North Carolina
$1.5M -$35.4K -1,606 -2%