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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
526
Opus Investment Management
Massachusetts
$550K
WFA
527
West Financial Advisors
Iowa
$544K -$167K -10,380 -22%
LWMT
528
Legacy Wealth Management (Tennessee)
Tennessee
$538K +$55.9K +3,483 +11%
RPWA
529
Regent Peak Wealth Advisors
Georgia
$538K +$365K +22,728 +165%
BAAM
530
Baker Avenue Asset Management
California
$537K +$92.2K +5,745 +19%
TFS
531
TrustCore Financial Services
Tennessee
$536K +$327K +20,364 +127%
JWM
532
Jeppson Wealth Management
California
$534K +$74.2K +4,620 +15%
CWS
533
Cypress Wealth Services
California
$531K -$131K -8,178 -18%
G
534
Gainplan
Michigan
$531K -$22.9K -1,425 -4%
BFC
535
Bedel Financial Consulting
Indiana
$531K +$915 +57 +0.2%
RWA
536
Redmont Wealth Advisors
Illinois
$530K
TCM
537
Twele Capital Management
Minnesota
$530K +$2.17K +135 +0.4%
ARC
538
Advisor Resource Council
Texas
$529K +$576K +35,880 New
AWM
539
Axxcess Wealth Management
California
$527K -$1.25M -78,009 -69%
WP
540
WealthShield Partners
North Carolina
$522K -$118K -7,353 -17%
PA
541
Perennial Advisors
New York
$521K -$6.98K -435 -1%
CL
542
Choreo LLC
Illinois
$521K +$11.9K +744 +2%
TIM
543
Total Investment Management
Arizona
$520K -$175K -10,908 -24%
Stifel Financial
544
Stifel Financial
Missouri
$519K -$107K -6,675 -16%
RWP
545
Reliant Wealth Planning
Kentucky
$515K +$562K +34,992 New
WCM
546
WealthBridge Capital Management
Ohio
$513K -$14.3K -891 -2%
BFA
547
Beacon Financial Advisory
Ohio
$512K
SFG
548
StrategIQ Financial Group
Indiana
$508K -$4.82K -300 -0.9%
CWA
549
Consilium Wealth Advisory
Texas
$508K
FWM
550
Frontier Wealth Management
Missouri
$508K