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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Congress Wealth Management
Massachusetts
$1.32M +$725K +32,897 +146%
UWPG
552
Ullmann Wealth Partners Group
Florida
$1.31M
IAA
553
Independent Advisor Alliance
North Carolina
$1.3M -$166K -7,558 -12%
TCOV
554
Trust Company of Vermont
Vermont
$1.3M
PPW
555
Pasadena Private Wealth
California
$1.3M -$161K -7,291 -12%
RWM
556
RMG Wealth Management
Wisconsin
$1.29M +$1.18M +53,379 New
AC
557
Attessa Capital
Arizona
$1.27M -$64.1K -2,908 -5%
CAM
558
Clark Asset Management
New Hampshire
$1.27M -$89.5K -4,065 -7%
PWS
559
Physician Wealth Solutions
Nevada
$1.25M
BWM
560
BNC Wealth Management
Oregon
$1.25M -$35.2K -1,597 -3%
WIA
561
World Investment Advisors
California
$1.23M +$16.8K +764 +1%
PFA
562
Pinnacle Family Advisors
Missouri
$1.23M -$3.3M -149,894 -74%
SCM
563
Seascape Capital Management
New Hampshire
$1.23M -$299K -13,571 -21%
CIA
564
Concurrent Investment Advisors
Florida
$1.23M +$271K +12,282 +31%
GSAM
565
Grant Street Asset Management
Pennsylvania
$1.23M +$441 +20 +0%
EWM
566
Evermay Wealth Management
Virginia
$1.22M -$60K -2,724 -5%
AWM
567
Apex Wealth Management
New Hampshire
$1.22M +$740K +33,575 +192%
Belvedere Trading
568
Belvedere Trading
Illinois
$1.21M +$1.12M +50,954 New
EF
569
Envision Financial
Wisconsin
$1.21M +$72.1K +3,275 +7%
AWA
570
Acorn Wealth Advisors
Michigan
$1.2M -$310K -14,088 -22%
KWM
571
Keebeck Wealth Management
Illinois
$1.19M -$25.5K -1,156 -2%
AWE
572
Avidian Wealth Enterprises
Texas
$1.19M +$859 +39 +0.1%
FNBT
573
FineMark National Bank & Trust
Florida
$1.19M
PIM
574
Penobscot Investment Management
Massachusetts
$1.18M -$42.6K -1,935 -4%
EGWAG
575
Elwood & Goetz Wealth Advisory Group
Georgia
$1.17M -$55.1K -2,503 -5%