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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
551
Grimes & Company
Massachusetts
$585K +$2.29K +132 +0.4%
US Bancorp
552
US Bancorp
Minnesota
$580K -$701K -40,476 -54%
CWA
553
Consilium Wealth Advisory
Texas
$573K
GP
554
Greenline Partners
New York
$567K -$190K -10,968 -24%
AWA
555
Aletheian Wealth Advisors
Washington
$566K +$779 +45 +0.1%
BCI
556
Brinker Capital Investments
Pennsylvania
$557K -$72.6K -4,197 -11%
OPS
557
Orion Portfolio Solutions
Nebraska
$557K -$72.6K -4,197 -11%
AAS
558
Annex Advisory Services
Wisconsin
$554K -$91.9K -5,310 -14%
JIC
559
Joel Isaacson & Co
New York
$553K +$3.06K +177 +0.5%
EAM
560
Evanson Asset Management
California
$552K +$571 +33 +0.1%
FNBT
561
FineMark National Bank & Trust
Florida
$548K -$755K -43,626 -57%
SFG
562
StrategIQ Financial Group
Indiana
$548K +$4.15K +240 +0.7%
CBFP
563
Cedar Brook Financial Partners
Ohio
$546K +$11.7K +675 +2%
CF
564
Cantor Fitzgerald
New York
$542K -$831 -48 -0.1%
JWM
565
Jeppson Wealth Management
California
$538K +$2.08K +120 +0.4%
CSIA
566
Charles Schwab Investment Advisory
California
$533K +$24.4K +1,410 +5%
TF
567
TLWM Financial
Texas
$531K +$3.22K +186 +0.6%
TRCT
568
Tower Research Capital (TRC)
New York
$529K +$491K +28,398 +830%
ML
569
McAdam LLC
Pennsylvania
$528K +$89.8K +5,187 +19%
IIC
570
Ironwood Investment Counsel
Arizona
$520K +$16.5K +954 +3%
OSAM
571
O'Shaughnessy Asset Management
Connecticut
$519K +$4K +231 +0.7%
JWM
572
Janiczek Wealth Management
Colorado
$519K +$14.8K +858 +3%
WWA
573
WCG Wealth Advisors
Nevada
$515K +$537K +31,020 New
SIG
574
Stonegate Investment Group
Alabama
$512K -$5.09K -294 -0.9%
WP
575
Westmount Partners
California
$508K +$5.82K +336 +1%