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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DT
601
Diversified Trust
Tennessee
$719K -$8.87K -438 -1%
Bank of Montreal
602
Bank of Montreal
Ontario, Canada
$715K +$257K +12,669 +60%
FA
603
FF Advisors
California
$715K +$26.1K +1,290 +4%
QC
604
Quadrature Capital
United Kingdom
$710K -$234K -11,541 -25%
WP
605
Westmount Partners
California
$709K +$7.6K +375 +1%
DWM
606
Dakota Wealth Management
Florida
$707K -$215K -10,629 -24%
SWM
607
Stockman Wealth Management
Montana
$705K -$139K -6,849 -17%
Renaissance Technologies
608
Renaissance Technologies
New York
$704K +$681K +33,600 New
Charles Schwab
609
Charles Schwab
California
$702K +$679K +33,510 New
NW
610
NewEdge Wealth
Pennsylvania
$700K -$63K -3,111 -9%
EAM
611
Evanson Asset Management
California
$697K – – –
AWA
612
Aletheian Wealth Advisors
Washington
$697K -$17.9K -885 -3%
SEIA
613
Signature Estate & Investment Advisors
California
$693K +$670K +33,075 New
DAS
614
Dynamic Advisor Solutions
Arizona
$690K +$81.2K +4,008 +14%
MWA
615
Monograph Wealth Advisors
California
$680K – – –
AF
616
Advisornet Financial
Minnesota
$678K – – –
PAMG
617
Patton Albertson Miller Group
Tennessee
$671K -$14.9K -735 -2%
TC
618
TownSquare Capital
Utah
$668K -$10.6K -525 -2%
IIC
619
Ironwood Investment Counsel
Arizona
$667K -$19.3K -954 -3%
HIS
620
Horizon Investment Services
Indiana
$665K +$102K +5,013 +19%
IC
621
IEQ Capital
California
$665K +$220K +10,866 +52%
FEM
622
Fulcrum Equity Management
Texas
$662K +$207K +10,230 +48%
FM
623
Foster & Motley
Ohio
$654K +$6.08K +300 +1%
APG
624
Abacus Planning Group
South Carolina
$651K -$15K -738 -2%
DP
625
Denver PWM
Colorado
$651K -$71.8K -3,546 -10%