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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Summit Asset Management
Tennessee
$694K -$53 -3 -0%
DSAM
527
Dock Street Asset Management
Florida
$694K – – –
FM
528
Foster & Motley
Ohio
$692K -$71.1K -4,050 -9%
BA
529
Bridgewater Advisors
New York
$691K +$86.2K +4,908 +14%
EGWAG
530
Elwood & Goetz Wealth Advisory Group
Georgia
$684K -$7.85K -447 -1%
WCM
531
Washburn Capital Management
Florida
$683K -$31.3K -1,782 -4%
CCM
532
Ciovacco Capital Management
Georgia
$670K -$2.56M -145,875 -79%
G
533
Gainplan
Michigan
$668K -$74.7K -4,254 -10%
UWM
534
USAdvisors Wealth Management
Minnesota
$666K -$148K -8,412 -18%
OIM
535
Opus Investment Management
Massachusetts
$664K +$116K +6,600 +21%
BFC
536
Bedel Financial Consulting
Indiana
$641K -$9.74K -555 -2%
RWA
537
Redmont Wealth Advisors
Illinois
$641K – – –
VCM
538
Vigilant Capital Management
Maine
$639K +$41.6K +2,370 +7%
PA
539
Perennial Advisors
New York
$638K -$351K -19,995 -36%
TCM
540
Twele Capital Management
Minnesota
$638K -$34.4K -1,962 -5%
WCM
541
WealthBridge Capital Management
Ohio
$635K -$15.8K -900 -2%
CA
542
Claro Advisors
Massachusetts
$634K -$296K -16,836 -50%
SFG
543
StrategIQ Financial Group
Indiana
$619K -$9.69K -552 -2%
BFA
544
Beacon Financial Advisory
Ohio
$618K – – –
CL
545
Choreo LLC
Illinois
$616K -$305K -17,370 -33%
CWA
546
Consilium Wealth Advisory
Texas
$613K – – –
Bank of Montreal
547
Bank of Montreal
Ontario, Canada
$613K +$35.4K +2,016 +6%
AWA
548
Aletheian Wealth Advisors
Washington
$601K -$64.4K -3,669 -10%
FWM
549
Frontier Wealth Management
Missouri
$594K -$36.3K -2,070 -6%
LWMT
550
Legacy Wealth Management (Tennessee)
Tennessee
$588K -$19.8K -1,128 -3%