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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
601
IEQ Capital
California
$275K +$102 +6 +0%
PMFA
602
Plante Moran Financial Advisors
Michigan
$274K +$49.7K +2,934 +23%
Vanguard Capital Wealth Advisors
603
Vanguard Capital Wealth Advisors
Colorado
$274K +$267K +15,768 New
BOS
604
Bingham Osborn & Scarborough
California
$273K -$205K -12,102 -43%
LWM
605
Liberty Wealth Management
California
$273K +$85.2K +5,034 +47%
CFB
606
Cullen/Frost Bankers
Texas
$272K
HWA
607
Heritage Wealth Advisors
Virginia
$270K
TFS
608
TrustCore Financial Services
Tennessee
$267K -$22.4K -1,326 -8%
WTC
609
WhitTier Trust Company
Nevada
$267K
ACA
610
Affinity Capital Advisors
California
$266K -$4.06K -240 -2%
BWA
611
BlueSky Wealth Advisors
North Carolina
$264K
OIA
612
Optimum Investment Advisors
Illinois
$264K
QCMNJ
613
Quantum Capital Management (New Jersey)
New Jersey
$262K -$14.8K -876 -5%
CCT
614
Country Club Trust
Missouri
$262K
MOS
615
MGO One Seven
Ohio
$262K +$24.4K +1,440 +11%
PRWA
616
Platte River Wealth Advisors
Colorado
$260K
PP
617
PDS Planning
Ohio
$260K +$102 +6 +0%
BDF
618
Black Diamond Financial
Maryland
$257K +$305 +18 +0.1%
CCP
619
Clarkston Capital Partners
Michigan
$255K
UB
620
UMB Bank
Missouri
$255K
BFM
621
Broadview Financial Management
Wisconsin
$251K +$812 +48 +0.3%
RFA
622
Reilly Financial Advisors
California
$251K +$20.2K +1,194 +9%
IAN
623
Integrated Advisors Network
Texas
$249K +$812 +48 +0.3%
GLA
624
Good Life Advisors
Pennsylvania
$246K +$711 +42 +0.3%
BAAM
625
Baker Avenue Asset Management
California
$245K