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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Twele Capital Management
Minnesota
$571K -$16.6K -1,059 -3%
GC
552
Grimes & Company
Massachusetts
$559K +$94 +6 +0%
EPM
553
Elm Partners Management
Pennsylvania
$555K -$79.8K -5,103 -13%
NCMW
554
Northern Capital Management (Washington)
Washington
$552K -$797 -51 -0.1%
CCM
555
Coldstream Capital Management
Washington
$552K -$13K -831 -2%
CWA
556
Consilium Wealth Advisory
Texas
$550K – – –
VCM
557
Vigilant Capital Management
Maine
$548K -$21.1K -1,350 -4%
IFA
558
Index Fund Advisors
California
$544K +$82.6K +5,286 +18%
AWA
559
Aletheian Wealth Advisors
Washington
$542K +$985 +63 +0.2%
FW
560
FirstPurpose Wealth
Utah
$538K +$46.8K +2,991 +10%
CSIA
561
Charles Schwab Investment Advisory
California
$536K +$171K +10,908 +48%
MRWM
562
ML&R Wealth Management
Texas
$533K +$47 +3 +0%
SFG
563
StrategIQ Financial Group
Indiana
$532K -$9.76K -624 -2%
SIG
564
Stonegate Investment Group
Alabama
$527K -$56.1K -3,588 -10%
JIC
565
Joel Isaacson & Co
New York
$526K +$213K +13,626 +70%
DOA
566
D'Orazio & Associates
Virginia
$517K -$270K -17,253 -35%
Bank of Montreal
567
Bank of Montreal
Ontario, Canada
$516K -$57.3K -3,663 -10%
JWM
568
Jeppson Wealth Management
California
$513K +$1.83K +117 +0.4%
CBFP
569
Cedar Brook Financial Partners
Ohio
$506K +$7.69K +492 +2%
TF
570
TLWM Financial
Texas
$505K +$495K +31,674 New
LIM
571
Loudon Investment Management
New Hampshire
$498K +$4.92K +315 +2%
ODIJL
572
One Day In July LLC
Vermont
$495K -$321K -20,526 -40%
OSAM
573
O'Shaughnessy Asset Management
Connecticut
$495K -$23.8K -1,524 -5%
RPSA
574
Richard P. Slaughter Associates
Texas
$494K -$15.1K -963 -3%
FM
575
Foster & Motley
Ohio
$493K +$31.9K +2,043 +7%