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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
551
American Financial Advisors
Georgia
$204K +$202K +15,378 New
HI
552
Human Investing
Oregon
$202K -$33.9K -2,580 -14%
OIA
553
Optimum Investment Advisors
Illinois
$202K – – –
TC
554
TAP Consulting
Missouri
$200K +$198K +15,078 New
CCT
555
Country Club Trust
Missouri
$200K +$198K +15,084 New
MM
556
Main Management
California
$190K +$6.47K +492 +4%
PK
557
Pflug Koory
Nebraska
$177K – – –
CAL
558
Capital Analysts LLC
Pennsylvania
$177K +$1.66K +126 +1%
JWM
559
Janiczek Wealth Management
Colorado
$173K -$4.58K -348 -3%
PFPT
560
Pinnacle Financial Partners (Tennessee)
Tennessee
$167K – – –
JP Morgan Chase
561
JP Morgan Chase
New York
$165K -$3.16K -240 -2%
AC
562
AlphaCore Capital
California
$162K +$1.03K +78 +0.6%
LFG
563
Larson Financial Group
Missouri
$162K +$20K +1,524 +14%
SSB
564
Sandy Spring Bank
Maryland
$154K +$79 +6 +0.1%
IF
565
Ironwood Financial
Arizona
$153K +$13.1K +996 +9%
GWM
566
Geneos Wealth Management
Colorado
$144K – – –
BW
567
Bison Wealth
Georgia
$143K +$79 +6 +0.1%
LWM
568
Liberty Wealth Management
California
$142K +$65.7K +4,998 +88%
FCA
569
FinTrust Capital Advisors
South Carolina
$140K -$6.71K -510 -5%
VFA
570
Valeo Financial Advisors
Indiana
$140K +$2.52K +192 +2%
IRC
571
Investors Research Corp
Georgia
$135K -$34.5K -2,622 -21%
FMP
572
Financial Management Professionals
Texas
$135K +$90.4K +6,876 +207%
AWM
573
Avior Wealth Management
Nebraska
$134K +$552 +42 +0.4%
MHR
574
Matthew Hamilton Rosenberg
$134K +$37.9K +2,886 +40%
MA
575
MUFG Americas
New York
$133K – – –