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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
551
Grimes & Company
Massachusetts
$559K +$94 +6 +0%
EPM
552
Elm Partners Management
Pennsylvania
$555K -$79.8K -5,103 -13%
NCMW
553
Northern Capital Management (Washington)
Washington
$552K -$797 -51 -0.1%
CCM
554
Coldstream Capital Management
Washington
$552K -$13K -831 -2%
CWA
555
Consilium Wealth Advisory
Texas
$550K
VCM
556
Vigilant Capital Management
Maine
$548K -$21.1K -1,350 -4%
IFA
557
Index Fund Advisors
California
$544K +$82.6K +5,286 +18%
AWA
558
Aletheian Wealth Advisors
Washington
$542K +$985 +63 +0.2%
FW
559
FirstPurpose Wealth
Utah
$538K +$46.8K +2,991 +10%
CSIA
560
Charles Schwab Investment Advisory
California
$536K +$171K +10,908 +48%
MRWM
561
ML&R Wealth Management
Texas
$533K +$47 +3 +0%
SFG
562
StrategIQ Financial Group
Indiana
$532K -$9.76K -624 -2%
SIG
563
Stonegate Investment Group
Alabama
$527K -$56.1K -3,588 -10%
JIC
564
Joel Isaacson & Co
New York
$526K +$213K +13,626 +70%
DOA
565
D'Orazio & Associates
Virginia
$517K -$270K -17,253 -35%
Bank of Montreal
566
Bank of Montreal
Ontario, Canada
$516K -$57.3K -3,663 -10%
JWM
567
Jeppson Wealth Management
California
$513K +$1.83K +117 +0.4%
CBFP
568
Cedar Brook Financial Partners
Ohio
$506K +$7.69K +492 +2%
TF
569
TLWM Financial
Texas
$505K +$495K +31,674 New
LIM
570
Loudon Investment Management
New Hampshire
$498K +$4.92K +315 +2%
ODIJL
571
One Day In July LLC
Vermont
$495K -$321K -20,526 -40%
OSAM
572
O'Shaughnessy Asset Management
Connecticut
$495K -$23.8K -1,524 -5%
RPSA
573
Richard P. Slaughter Associates
Texas
$494K -$15.1K -963 -3%
FM
574
Foster & Motley
Ohio
$493K +$31.9K +2,043 +7%
DAS
575
Dynamic Advisor Solutions
Arizona
$492K -$9.24K -591 -2%