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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
601
Principal Securities
Iowa
$1.41M +$98.5K +3,518 +8%
CAL
602
Capital Analysts LLC
Pennsylvania
$1.41M +$584K +20,858 +75%
AC
603
Attessa Capital
Arizona
$1.39M -$13.2K -470 -1%
FCMA
604
Foresight Capital Management Advisors
Michigan
$1.39M +$3.42K +122 +0.3%
EFH
605
Eaton Financial Holdings
Florida
$1.38M +$345K +12,333 +35%
CP
606
Cornerstone Planning
North Carolina
$1.38M – – –
TFP
607
Traction Financial Partners
Wyoming
$1.37M +$170K +6,079 +15%
IAN
608
Integrated Advisors Network
Texas
$1.37M -$22.7K -812 -2%
MFG
609
Midwest Financial Group
Kansas
$1.37M +$7.11K +254 +0.5%
KWM
610
Keebeck Wealth Management
Illinois
$1.36M +$84 +3 +0%
PIM
611
Penobscot Investment Management
Massachusetts
$1.35M – – –
APP
612
Avantax Planning Partners
Iowa
$1.34M -$137K -4,885 -10%
TIA
613
Tiemann Investment Advisors
California
$1.34M -$9.27K -331 -0.7%
KF
614
Ketron Financial
California
$1.32M +$90.3K +3,225 +8%
RMA
615
Roffman Miller Associates
Pennsylvania
$1.31M +$104K +3,721 +9%
LKBC
616
L.K. Benson & Company
Maryland
$1.31M +$952 +34 +0.1%
WMWM
617
Whitaker-Myers Wealth Managers
Ohio
$1.31M -$21.3K -760 -2%
TI
618
Tidal Investments
Wisconsin
$1.31M +$406K +14,512 +47%
PAS
619
Park Avenue Securities
New York
$1.28M +$1.24M +44,302 New
SHWM
620
Smith & Howard Wealth Management
Georgia
$1.28M -$39.3K -1,403 -3%
BRPW
621
Ballast Rock Private Wealth
South Carolina
$1.27M +$112 +4 +0%
CCM
622
Colorado Capital Management
Colorado
$1.26M +$3.22K +115 +0.3%
OPWM
623
Oakwell Private Wealth Management
Texas
$1.26M – – –
OC
624
Oarsman Capital
Wisconsin
$1.25M -$13.7K -488 -1%
SSWM
625
Smith Salley Wealth Management
North Carolina
$1.24M – – –