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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
501
Pure Financial Advisors
California
$1.87M -$35.9K -1,367 -2%
CIA
502
Concurrent Investment Advisors
Florida
$1.87M +$515K +19,637 +36%
LWM
503
Luminvest Wealth Management
Arizona
$1.86M -$10.8K -410 -0.6%
Fisher Asset Management
504
Fisher Asset Management
Washington
$1.85M +$1.62M +61,913 +518%
SAM
505
Sawgrass Asset Management
Florida
$1.85M +$7.87K +300 +0.4%
BIA
506
Bigelow Investment Advisors
Maine
$1.83M -$351K -13,362 -15%
KPWS
507
Kestra Private Wealth Services
Texas
$1.81M +$216K +8,246 +13%
SA
508
Sanctuary Advisors
Indiana
$1.8M +$6.67K +254 +0.4%
SW
509
SteelPeak Wealth
California
$1.79M -$92.3K -3,518 -5%
WIA
510
World Investment Advisors
California
$1.77M +$383K +14,600 +26%
NDSI
511
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M -$2.49K -95 -0.1%
RWA
512
Redhawk Wealth Advisors
Minnesota
$1.76M -$27.7K -1,054 -1%
SOS
513
Silver Oak Securities
Tennessee
$1.75M -$152K -5,810 -8%
AI
514
Axos Invest
Nevada
$1.75M -$617K -23,509 -25%
WOSD
515
WFA of San Diego
California
$1.75M -$117K -4,464 -6%
GCA
516
Gradient Capital Advisors
California
$1.75M +$8.5K +324 +0.5%
NFTC
517
North Forty Two & Co
Oregon
$1.73M +$2.81K +107 +0.2%
Vanguard Advisers Inc
518
Vanguard Advisers Inc
Pennsylvania
$1.73M +$1.81M +68,831 New
FG
519
Fiduciary Group
Georgia
$1.72M -$49.5K -1,885 -3%
EFM
520
Eley Financial Management
Vermont
$1.71M +$4.09K +156 +0.2%
BWL
521
Bogart Wealth LLC
Virginia
$1.71M +$239K +9,097 +15%
DT
522
Diversified Trust
Tennessee
$1.71M +$833K +31,728 +87%
TWM
523
Tolleson Wealth Management
Texas
$1.71M -$26 -1 -0%
KNFPWM
524
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.7M -$36.9K -1,408 -2%
CWM
525
CMH Wealth Management
New Hampshire
$1.69M +$1.77M +67,270 New