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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
526
Bedel Financial Consulting
Indiana
$524K -$13.3K -855 -2%
VCM
527
Vigilant Capital Management
Maine
$523K -$7K -450 -1%
US Bancorp
528
US Bancorp
Minnesota
$519K +$176K +11,322 +44%
DAS
529
Dynamic Advisor Solutions
Arizona
$515K -$676K -43,440 -54%
BA
530
Bridgewater Advisors
New York
$515K -$29.1K -1,869 -5%
CF
531
Cantor Fitzgerald
New York
$515K +$209K +13,464 +58%
WCM
532
WealthBridge Capital Management
Ohio
$513K – – –
HI
533
Hudock Inc
Pennsylvania
$512K -$43.1K -2,772 -7%
JWM
534
Jeppson Wealth Management
California
$509K +$2.05K +132 +0.4%
SFS
535
Stiles Financial Services
Minnesota
$508K +$481K +30,909 New
TCM
536
Twele Capital Management
Minnesota
$504K +$280 +18 +0.1%
AWM
537
Axxcess Wealth Management
California
$501K +$187 +12 +0%
AWM
538
Apollon Wealth Management
South Carolina
$499K -$33.7K -2,169 -6%
G
539
Gainplan
Michigan
$497K -$9.75K -627 -2%
CA
540
Claro Advisors
Massachusetts
$496K – – –
Bank of Montreal
541
Bank of Montreal
Ontario, Canada
$488K -$28.5K -1,830 -5%
FWA
542
FSM Wealth Advisors
Ohio
$486K +$540K +34,740 New
CWA
543
Consilium Wealth Advisory
Texas
$482K – – –
WCM
544
Wealthcare Capital Management
Virginia
$479K -$87.6K -5,628 -14%
FW
545
FirstPurpose Wealth
Utah
$478K +$88.9K +5,715 +20%
SFG
546
StrategIQ Financial Group
Indiana
$477K -$6.53K -420 -1%
CCM
547
Carlson Capital Management
Minnesota
$474K -$747 -48 -0.1%
AWA
548
Aletheian Wealth Advisors
Washington
$474K +$793 +51 +0.2%
TIM
549
Total Investment Management
Arizona
$471K -$25.3K -1,629 -5%
UWM
550
USAdvisors Wealth Management
Minnesota
$469K +$1.12K +72 +0.2%