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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
601
Soltis Investment Advisors
Utah
$994K +$120K +5,461 +15%
PAS
602
Park Avenue Securities
New York
$994K +$89K +4,040 +11%
BC
603
Barrett & Company
Rhode Island
$990K +$881 +40 +0.1%
OC
604
Oarsman Capital
Wisconsin
$981K +$79.5K +3,608 +10%
DWM
605
Diversify Wealth Management
Utah
$974K -$56.1K -2,549 -6%
BWP
606
BlueStem Wealth Partners
Minnesota
$972K -$76.3K -3,466 -8%
GT
607
Greenleaf Trust
Michigan
$967K
CAL
608
Capital Advisors Ltd
Ohio
$962K +$60.5K +2,747 +7%
SPFA
609
Summit Place Financial Advisors
New Jersey
$962K +$13.2K +600 +2%
TIP
610
Tandem Investment Partners
New Jersey
$958K -$11.9K -541 -1%
WC
611
Waterloo Capital
Texas
$953K -$21.6K -980 -2%
WA
612
Wealthstream Advisors
New York
$950K +$98.3K +4,462 +13%
ECM
613
Exchange Capital Management
Michigan
$949K -$30.8K -1,400 -3%
WIM
614
Waycross Investment Management
Washington
$948K
IAP
615
Indie Asset Partners
Indiana
$948K -$43K -1,950 -5%
Fifth Third Bancorp
616
Fifth Third Bancorp
Ohio
$934K -$12.4K -563 -1%
CPL
617
CAP Partners LLC
Tennessee
$931K -$2.16K -98 -0.3%
FF
618
Farrow Financial
Vermont
$924K +$81K +3,678 +10%
NCMW
619
Northern Capital Management (Washington)
Washington
$917K +$17.4K +789 +2%
PPWP
620
Premier Path Wealth Partners
New Jersey
$916K +$22 +1 +0%
CTB
621
Country Trust Bank
Illinois
$911K
CFA
622
Cahill Financial Advisors
Minnesota
$904K +$1.65K +75 +0.2%
BA
623
Bridgewater Advisors
New York
$902K +$1.39K +63 +0.2%
LWMT
624
Legacy Wealth Management (Tennessee)
Tennessee
$900K +$18.8K +854 +2%
PRS
625
Pinkerton Retirement Specialists
Idaho
$900K -$8.87M -402,718 -91%