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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Merriman Wealth Management
Washington
$663K
VDI
527
Vaughan David Investments
Illinois
$663K +$650K +41,550 New
PFA
528
Pinnacle Family Advisors
Missouri
$661K +$231K +14,799 +56%
MAG
529
Mayfair Advisory Group
Alabama
$659K +$12.6K +804 +2%
TAM
530
Townsend Asset Management
North Carolina
$655K +$704 +45 +0.1%
LSIA
531
LaSalle St. Investment Advisors
Illinois
$647K -$85K -5,439 -12%
SAM
532
Summit Asset Management
Tennessee
$646K +$6.47K +414 +1%
CFG
533
Citizens Financial Group
Rhode Island
$641K +$2.39K +153 +0.4%
Rockefeller Capital Management
534
Rockefeller Capital Management
New York
$639K +$48.9K +3,129 +8%
RWRC
535
R.W. Roge & Company
New York
$638K -$259K -16,596 -29%
TCM
536
True Capital Management
California
$635K
LWM
537
Liberty Wealth Management
California
$630K +$630K +40,293 New
BCI
538
Brinker Capital Investments
Pennsylvania
$622K +$300K +19,206 +97%
OPS
539
Orion Portfolio Solutions
Nebraska
$622K +$610K +39,009 New
DSAM
540
Dock Street Asset Management
Florida
$622K
HI
541
Hudock Inc
Pennsylvania
$619K +$31.8K +2,031 +6%
CIC
542
Carnegie Investment Counsel
Ohio
$616K -$12.5K -798 -2%
EGWAG
543
Elwood & Goetz Wealth Advisory Group
Georgia
$612K +$11.3K +720 +2%
KPWS
544
Kestra Private Wealth Services
Texas
$603K +$194K +12,384 +49%
LAM
545
LifePro Asset Management
California
$591K
FA
546
Faithward Advisors
Pennsylvania
$577K -$754K -48,195 -57%
JIR
547
James Investment Research
Ohio
$575K +$210K +13,425 +59%
CF
548
Cantor Fitzgerald
New York
$574K -$24K -1,536 -4%
DP
549
Denver PWM
Colorado
$573K -$44.8K -2,865 -7%
TCM
550
Twele Capital Management
Minnesota
$571K -$16.6K -1,059 -3%