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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
626
Pinnacle Financial Partners (Tennessee)
Tennessee
$167K
LWM
627
Liberty Wealth Management
California
$164K +$427 +30 +0.3%
BW
628
Bison Wealth
Georgia
$163K +$85 +6 +0.1%
FCA
629
FinTrust Capital Advisors
South Carolina
$161K
SFP
630
Sterling Financial Planning
New Jersey
$161K +$151K +10,590 New
AFG
631
Albion Financial Group
Utah
$159K +$149K +10,452 New
VFA
632
Valeo Financial Advisors
Indiana
$158K -$1.71K -120 -1%
JP Morgan Chase
633
JP Morgan Chase
New York
$157K -$30.7K -2,154 -17%
IRC
634
Investors Research Corp
Georgia
$154K +$256 +18 +0.2%
US Bancorp
635
US Bancorp
Minnesota
$153K +$17.1K +1,200 +13%
DOA
636
D'Orazio & Associates
Virginia
$151K
SIM
637
Sonora Investment Management
Arizona
$147K
AWM
638
Avior Wealth Management
Nebraska
$141K -$11.7K -822 -8%
RWA
639
Ropes Wealth Advisors
Massachusetts
$141K -$9.57K -672 -7%
TRCT
640
Tower Research Capital (TRC)
New York
$138K +$62.2K +4,368 +92%
SL
641
Savior LLC
Massachusetts
$137K
SIAP
642
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$137K
Bank of Montreal
643
Bank of Montreal
Ontario, Canada
$123K
IA
644
Inspire Advisors
Idaho
$121K +$113K +7,950 New
NSIM
645
North Star Investment Management
Illinois
$119K +$111K +7,818 New
BAMG
646
Brand Asset Management Group
Missouri
$118K -$598 -42 -0.5%
ACA
647
Aptus Capital Advisors
Alabama
$116K
AIM
648
Acropolis Investment Management
Missouri
$113K +$106K +7,464 New
MWA
649
Moser Wealth Advisors
Washington
$106K +$85 +6 +0.1%
PFSC
650
Peoples Financial Services Corp
Pennsylvania
$105K