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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCMNJ
526
Quantum Capital Management (New Jersey)
New Jersey
$227K -$5.88K -510 -3%
FAAS
527
First Allied Advisory Services
California
$227K +$213K +18,504 New
SCM
528
Schnieders Capital Management
California
$227K +$214K +18,552 New
LIM
529
Loudon Investment Management
New Hampshire
$225K +$301K +26,100 New
ECM
530
Evergreen Capital Management
Washington
$224K +$211K +18,300 New
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$220K +$553 +48 +0.3%
IWC
532
Integrated Wealth Concepts
Massachusetts
$220K +$207K +17,934 New
LFA
533
Lighthouse Financial Advisors
Maryland
$219K +$206K +17,886 New
HI
534
Human Investing
Oregon
$218K +$5.39K +468 +3%
HIC
535
Hartline Investment Corp
Illinois
$215K +$203K +17,586 New
APSP
536
Asset Planning Services (Pennsylvania)
Pennsylvania
$214K +$201K +17,460 New
FRA
537
Front Row Advisors
California
$213K – – –
SFP
538
Shepherd Financial Partners
Massachusetts
$213K +$201K +17,418 New
PAM
539
Premier Asset Management
Illinois
$212K +$200K +17,310 New
GLLW
540
Graves Light Lenhart Wealth
Virginia
$212K +$200K +17,322 New
RC
541
Rovin Capital
Arizona
$212K +$200K +17,352 New
HPWM
542
Highland Private Wealth Management
Washington
$211K +$199K +17,232 New
WA
543
Wealth Architects
California
$210K -$227K -19,650 -53%
BWA
544
Burt Wealth Advisors
Maryland
$205K – – –
RA
545
RFG Advisory
Alabama
$204K +$192K +16,650 New
Fifth Third Bancorp
546
Fifth Third Bancorp
Ohio
$200K +$113K +9,810 +150%
PAM
547
Private Asset Management
California
$200K +$188K +16,344 New
CCP
548
Clarkston Capital Partners
Michigan
$191K -$16.3K -1,410 -8%
HWA
549
Heritage Wealth Advisors
Virginia
$190K – – –
RFA
550
Reilly Financial Advisors
California
$190K – – –