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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
551
Kohmann Bosshard Financial Services
Ohio
$406K – – –
SFG
552
SevenBridge Financial Group
Pennsylvania
$400K +$29.8K +1,674 +8%
CAL
553
Capital Advisors Ltd
Ohio
$392K – – –
CWM
554
Cadence Wealth Management
Massachusetts
$391K -$25.4K -1,428 -6%
TC
555
TownSquare Capital
Utah
$386K – – –
JIC
556
Joel Isaacson & Co
New York
$386K +$1.28K +72 +0.3%
CA
557
Crewe Advisors
Utah
$380K +$747 +42 +0.2%
RPWA
558
Regent Peak Wealth Advisors
Georgia
$380K +$146K +8,202 +60%
SFG
559
Sovereign Financial Group
Connecticut
$377K -$427 -24 -0.1%
FCIM
560
Fairview Capital Investment Management
California
$377K +$107 +6 +0%
AC
561
Abbrea Capital
California
$374K +$854 +48 +0.2%
AMIM
562
Aull & Monroe Investment Management
Alabama
$368K +$6.94K +390 +2%
RCAG
563
Rehmann Capital Advisory Group
Michigan
$367K – – –
SSI
564
Scott & Selber Inc
Texas
$367K -$18.5K -1,038 -5%
PP
565
Palladium Partners
Virginia
$367K – – –
NEGWA
566
New England Guild Wealth Advisors
Connecticut
$364K – – –
CW
567
CreativeOne Wealth
Kansas
$364K +$11.6K +654 +3%
LAIC
568
Lederer & Associates Investment Counsel
California
$359K – – –
AWM
569
AE Wealth Management
Kansas
$359K +$11.8K +666 +3%
BP
570
Broadleaf Partners
Ohio
$350K -$73.6K -4,140 -17%
TW
571
Transform Wealth
Colorado
$350K -$9.82K -552 -3%
DY
572
Dowling & Yahnke
California
$349K – – –
PIA
573
Pinion Investment Advisors
Kansas
$346K -$414K -23,286 -54%
Vanguard Capital Wealth Advisors
574
Vanguard Capital Wealth Advisors
Colorado
$342K +$70.5K +3,966 +25%
TIA
575
Tiemann Investment Advisors
California
$341K -$213 -12 -0.1%