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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
601
Evanson Asset Management
California
$677K +$522 +27 +0.1%
FNBT
602
FineMark National Bank & Trust
Florida
$675K +$3.42K +177 +0.5%
CBFP
603
Cedar Brook Financial Partners
Ohio
$673K +$581 +30 +0.1%
FA
604
FF Advisors
California
$668K -$86.8K -4,485 -12%
IIC
605
Ironwood Investment Counsel
Arizona
$667K
PAMG
606
Patton Albertson Miller Group
Tennessee
$666K -$86.6K -4,473 -12%
IF
607
Ironwood Financial
Arizona
$663K -$3.6K -186 -0.6%
TC
608
TownSquare Capital
Utah
$659K -$147K -7,593 -19%
MWA
609
Monograph Wealth Advisors
California
$658K +$276K +14,280 +79%
AF
610
Advisornet Financial
Minnesota
$658K -$1.2M -61,884 -66%
PCA
611
Prosperity Capital Advisors
Ohio
$651K +$619K +31,977 New
APG
612
Abacus Planning Group
South Carolina
$647K +$65.4K +3,381 +12%
AAS
613
Annex Advisory Services
Wisconsin
$642K -$40.4K -2,088 -6%
FM
614
Foster & Motley
Ohio
$629K +$29.8K +1,542 +5%
FW
615
FirstPurpose Wealth
Utah
$625K +$49.2K +2,544 +9%
CSIA
616
Charles Schwab Investment Advisory
California
$624K +$12.4K +639 +2%
TF
617
TLWM Financial
Texas
$621K -$44.3K -2,289 -7%
BCI
618
Brinker Capital Investments
Pennsylvania
$621K +$25.3K +1,308 +4%
OPS
619
Orion Portfolio Solutions
Nebraska
$621K +$25.3K +1,308 +4%
Natixis Advisors
620
Natixis Advisors
Massachusetts
$618K -$160K -8,277 -21%
GKWIM
621
Gerber Kawasaki Wealth & Investment Management
California
$616K +$49.2K +2,544 +9%
WCM
622
Washburn Capital Management
Florida
$615K +$42K +2,172 +8%
JIC
623
Joel Isaacson & Co
New York
$615K +$1.8K +93 +0.3%
TCM
624
Twele Capital Management
Minnesota
$614K +$1.1K +57 +0.2%
HS
625
Horan Securities
United States
$613K +$929 +48 +0.2%