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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
576
Premier Asset Management
Illinois
$279K
WA
577
Wealth Architects
California
$277K
FM
578
Foster & Motley
Ohio
$276K +$27.4K +1,740 +11%
EH
579
Equitable Holdings
New York
$274K
BFA
580
Beaumont Financial Advisors
Massachusetts
$273K
DY
581
Dowling & Yahnke
California
$273K
LF
582
LifeSteps Financial
California
$270K +$21.4K +1,356 +9%
TFS
583
TrustCore Financial Services
Tennessee
$269K -$42.1K -2,670 -14%
BWA
584
Burt Wealth Advisors
Maryland
$269K
PA
585
Paracle Advisors
Washington
$266K +$189 +12 +0.1%
SW
586
SVB Wealth
Massachusetts
$264K -$845K -53,604 -77%
Fifth Third Bancorp
587
Fifth Third Bancorp
Ohio
$264K -$20.8K -1,320 -7%
VHAM
588
Van Hulzen Asset Management
California
$263K +$37.4K +2,370 +17%
RWG
589
Ratio Wealth Group
Colorado
$262K
GWM
590
Geneos Wealth Management
Colorado
$260K -$17.5K -1,110 -7%
FCH
591
Freestone Capital Holdings
Washington
$258K +$247K +15,690 +5,029%
AWA
592
Arkadios Wealth Advisors
Georgia
$257K -$18.5K -1,176 -7%
QCMNJ
593
Quantum Capital Management (New Jersey)
New Jersey
$257K -$10.6K -672 -4%
CNC
594
Canandaigua National Corp
New York
$256K
IC
595
IEQ Capital
California
$255K +$249K +15,804 New
AFA
596
American Financial Advisors
Georgia
$253K -$95 -6 -0%
CFB
597
Cullen/Frost Bankers
Texas
$252K +$222K +14,100 +925%
ACA
598
Affinity Capital Advisors
California
$251K -$18.4K -1,164 -7%
HWA
599
Heritage Wealth Advisors
Virginia
$251K
BWA
600
BlueSky Wealth Advisors
North Carolina
$250K -$20.5K -1,302 -8%