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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
SP Asset Management
California
$215K +$200K +12,696 New
RFA
627
Reilly Financial Advisors
California
$214K +$9.27K +588 +5%
JWM
628
Janiczek Wealth Management
Colorado
$213K -$41.9K -2,658 -17%
WAP
629
Wealthcare Advisory Partners
Pennsylvania
$211K -$76K -4,818 -27%
LFG
630
Larson Financial Group
Missouri
$211K +$13.6K +864 +7%
PWMAG
631
Pinnacle Wealth Management Advisory Group
New Jersey
$208K -$24.9K -1,578 -11%
PMFA
632
Plante Moran Financial Advisors
Michigan
$207K -$55.7K -3,534 -22%
MA
633
MONECO Advisors
Connecticut
$206K +$202K +12,798 New
WI
634
Wedgewood Investors
Pennsylvania
$206K +$202K +12,804 New
IF
635
Ironwood Financial
Arizona
$203K -$10.2K -648 -5%
FFWA
636
FRG Family Wealth Advisors
Washington
$202K +$198K +12,528 New
CPSAC
637
Chas P. Smith & Associates (CPS)
Florida
$201K +$196K +12,450 New
TI
638
Trexquant Investment
Connecticut
$200K +$195K +12,378 New
AC
639
AlphaCore Capital
California
$198K +$568 +36 +0.3%
PFPT
640
Pinnacle Financial Partners (Tennessee)
Tennessee
$191K – – –
SSB
641
Sandy Spring Bank
Maryland
$190K +$4.07K +258 +2%
SPIA
642
Steward Partners Investment Advisory
New York
$181K +$92.7K +5,880 +109%
BW
643
Bison Wealth
Georgia
$177K +$3.5K +222 +2%
FCA
644
FinTrust Capital Advisors
South Carolina
$171K – – –
SFP
645
Sterling Financial Planning
New Jersey
$171K +$473 +30 +0.3%
IRC
646
Investors Research Corp
Georgia
$164K – – –
LWM
647
Liberty Wealth Management
California
$164K – – –
DOA
648
D'Orazio & Associates
Virginia
$161K – – –
AssetMark Inc
649
AssetMark Inc
California
$159K +$149K +9,426 +2,152%
BC
650
Burleson & Co
California
$158K +$155K +9,810 New