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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAP
601
Columbia Advisory Partners
Washington
$468K +$457K +24,828 New
MWM
602
Mission Wealth Management
California
$465K +$10.2K +552 +2%
CFIA
603
Cantor Fitzgerald Investment Advisors
New York
$464K -$53K -2,880 -10%
MRWM
604
ML&R Wealth Management
Texas
$461K +$451K +24,492 New
CNWM
605
Clay Northam Wealth Management
California
$458K +$448K +24,324 New
ARMC
606
American Research & Management Company
Massachusetts
$457K +$110 +6 +0%
CA
607
Crewe Advisors
Utah
$456K +$41.8K +2,274 +10%
AWM
608
Altus Wealth Management
Kentucky
$455K +$6.51K +354 +1%
H
609
HoyleCohen
California
$452K +$441K +23,988 New
FCIM
610
Fairview Capital Investment Management
California
$451K +$40.2K +2,184 +10%
WA
611
Wealth Architects
California
$433K +$108K +5,850 +34%
CAL
612
Capital Advisors Ltd
Ohio
$427K
PFM
613
Parsec Financial Management
North Carolina
$423K
SFG
614
Sovereign Financial Group
Connecticut
$423K +$11.6K +630 +3%
AWM
615
AE Wealth Management
Kansas
$423K +$31.2K +1,698 +8%
BNP Paribas Financial Markets
616
BNP Paribas Financial Markets
France
$420K +$410K +22,296 New
TC
617
TownSquare Capital
Utah
$418K -$1.88K -102 -0.5%
AR
618
Apeiron RIA
Texas
$415K +$406K +22,056 New
TRCT
619
Tower Research Capital (TRC)
New York
$410K -$518K -28,176 -56%
AC
620
Abbrea Capital
California
$407K +$442 +24 +0.1%
AMIM
621
Aull & Monroe Investment Management
Alabama
$405K +$3.86K +210 +1%
PCI
622
Planning Center Inc
Illinois
$404K +$414K +22,488 New
PP
623
Palladium Partners
Virginia
$400K
RCAG
624
Rehmann Capital Advisory Group
Michigan
$399K
SSI
625
Scott & Selber Inc
Texas
$398K -$1.44K -78 -0.4%