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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
626
Lenox Wealth Advisors
New York
$37K +$29.4K +2,394 +525%
RWM
627
Raffa Wealth Management
District of Columbia
$36.1K
BCA
628
Berman Capital Advisors
Georgia
$34K +$368 +30 +1%
OPS
629
Orion Portfolio Solutions
Nebraska
$34K +$32.5K +2,652 New
TVWM
630
Tower View Wealth Management
Wisconsin
$33K +$368 +30 +1%
PG
631
Proffitt & Goodson
Tennessee
$33K +$4.27K +348 +16%
AWM
632
AllSquare Wealth Management
New York
$32K -$5.08K -414 -14%
EIP
633
Ellis Investment Partners
Pennsylvania
$32K +$221 +18 +0.7%
BW
634
Bison Wealth
Georgia
$29K +$27.4K +2,232 New
SPIA
635
Steward Partners Investment Advisory
New York
$28K
AA
636
Advisory Alpha
Michigan
$27.3K -$17.8K -1,452 -41%
IA
637
Independence Advisors
Pennsylvania
$27K +$26.1K +2,124 New
EI
638
Ellevest Inc
New York
$26K +$25K +2,040 New
CCA
639
Column Capital Advisors
Indiana
$26K +$25.4K +2,070 New
CWA
640
Carolina Wealth Advisors
South Carolina
$25K +$23.6K +1,920 New
TCM
641
TD Capital Management
Tennessee
$21K +$147 +12 +0.7%
HWM
642
HighMark Wealth Management
Minnesota
$20K +$20K +1,632 New
TCM
643
Tradewinds Capital Management
Washington
$19K
SWA
644
Sutton Wealth Advisors
Florida
$18.6K
MCM
645
Manchester Capital Management
Vermont
$18K
FHA
646
First Horizon Advisors
Tennessee
$18K +$74 +6 +0.4%
Rockefeller Capital Management
647
Rockefeller Capital Management
New York
$18K +$74 +6 +0.4%
SIS
648
Sound Income Strategies
Florida
$18K +$17.2K +1,404 New
CWC
649
Carolinas Wealth Consulting
North Carolina
$18K +$17.4K +1,416 New
WFMPM
650
Woodley Farra Manion Portfolio Management
Indiana
$17K +$16.1K +1,314 New