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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
626
Private Ocean
California
$38K +$368 +30 +1%
LWA
627
Lenox Wealth Advisors
New York
$37K +$29.4K +2,394 +525%
RWM
628
Raffa Wealth Management
District of Columbia
$36.1K – – –
BCA
629
Berman Capital Advisors
Georgia
$34K +$368 +30 +1%
OPS
630
Orion Portfolio Solutions
Nebraska
$34K +$32.5K +2,652 New
TVWM
631
Tower View Wealth Management
Wisconsin
$33K +$368 +30 +1%
PG
632
Proffitt & Goodson
Tennessee
$33K +$4.27K +348 +16%
AWM
633
AllSquare Wealth Management
New York
$32K -$5.08K -414 -14%
EIP
634
Ellis Investment Partners
Pennsylvania
$32K +$221 +18 +0.7%
BW
635
Bison Wealth
Georgia
$29K +$27.4K +2,232 New
SPIA
636
Steward Partners Investment Advisory
New York
$28K – – –
AA
637
Advisory Alpha
Michigan
$27.3K -$17.8K -1,452 -41%
IA
638
Independence Advisors
Pennsylvania
$27K +$26.1K +2,124 New
EI
639
Ellevest Inc
New York
$26K +$25K +2,040 New
CCA
640
Column Capital Advisors
Indiana
$26K +$25.4K +2,070 New
CWA
641
Carolina Wealth Advisors
South Carolina
$25K +$23.6K +1,920 New
TCM
642
TD Capital Management
Tennessee
$21K +$147 +12 +0.7%
HWM
643
HighMark Wealth Management
Minnesota
$20K +$20K +1,632 New
TCM
644
Tradewinds Capital Management
Washington
$19K – – –
SWA
645
Sutton Wealth Advisors
Florida
$18.6K – – –
MCM
646
Manchester Capital Management
Vermont
$18K – – –
FHA
647
First Horizon Advisors
Tennessee
$18K +$74 +6 +0.4%
Rockefeller Capital Management
648
Rockefeller Capital Management
New York
$18K +$74 +6 +0.4%
SIS
649
Sound Income Strategies
Florida
$18K +$17.2K +1,404 New
CWC
650
Carolinas Wealth Consulting
North Carolina
$18K +$17.4K +1,416 New