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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSAM
526
Dock Street Asset Management
Florida
$694K
FM
527
Foster & Motley
Ohio
$692K -$71.1K -4,050 -9%
BA
528
Bridgewater Advisors
New York
$691K +$86.2K +4,908 +14%
EGWAG
529
Elwood & Goetz Wealth Advisory Group
Georgia
$684K -$7.85K -447 -1%
WCM
530
Washburn Capital Management
Florida
$683K -$31.3K -1,782 -4%
CCM
531
Ciovacco Capital Management
Georgia
$670K -$2.56M -145,875 -79%
G
532
Gainplan
Michigan
$668K -$74.7K -4,254 -10%
UWM
533
USAdvisors Wealth Management
Minnesota
$666K -$148K -8,412 -18%
OIM
534
Opus Investment Management
Massachusetts
$664K +$116K +6,600 +21%
BFC
535
Bedel Financial Consulting
Indiana
$641K -$9.74K -555 -2%
RWA
536
Redmont Wealth Advisors
Illinois
$641K
VCM
537
Vigilant Capital Management
Maine
$639K +$41.6K +2,370 +7%
PA
538
Perennial Advisors
New York
$638K -$351K -19,995 -36%
TCM
539
Twele Capital Management
Minnesota
$638K -$34.4K -1,962 -5%
WCM
540
WealthBridge Capital Management
Ohio
$635K -$15.8K -900 -2%
CA
541
Claro Advisors
Massachusetts
$634K -$296K -16,836 -50%
SFG
542
StrategIQ Financial Group
Indiana
$619K -$9.69K -552 -2%
BFA
543
Beacon Financial Advisory
Ohio
$618K
CL
544
Choreo LLC
Illinois
$616K -$305K -17,370 -33%
CWA
545
Consilium Wealth Advisory
Texas
$613K
Bank of Montreal
546
Bank of Montreal
Ontario, Canada
$613K +$35.4K +2,016 +6%
AWA
547
Aletheian Wealth Advisors
Washington
$601K -$64.4K -3,669 -10%
FWM
548
Frontier Wealth Management
Missouri
$594K -$36.3K -2,070 -6%
LWMT
549
Legacy Wealth Management (Tennessee)
Tennessee
$588K -$19.8K -1,128 -3%
GKWIM
550
Gerber Kawasaki Wealth & Investment Management
California
$588K +$56.3K +3,210 +11%