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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
626
Sovereign Financial Group
Connecticut
$384K -$14.8K -846 -4%
RWP
627
Revolve Wealth Partners
New Jersey
$384K +$7.85K +447 +2%
AMIM
628
Aull & Monroe Investment Management
Alabama
$382K – – –
PP
629
Palladium Partners
Virginia
$378K – – –
RCAG
630
Rehmann Capital Advisory Group
Michigan
$377K +$53 +3 +0%
PWSG
631
Pacific Wealth Strategies Group
California
$375K -$377K -21,468 -50%
NEGWA
632
New England Guild Wealth Advisors
Connecticut
$375K +$211 +12 +0.1%
FVWA
633
Foster Victor Wealth Advisors
South Carolina
$373K +$13.9K +792 +4%
CW
634
CreativeOne Wealth
Kansas
$368K +$8.58K +489 +2%
AssetMark Inc
635
AssetMark Inc
California
$366K -$578K -32,946 -62%
RVPG
636
Relative Value Partners Group
$364K +$359K +20,475 New
DY
637
Dowling & Yahnke
California
$359K – – –
KBFS
638
Kohmann Bosshard Financial Services
Ohio
$355K -$105 -6 -0%
LAIC
639
Lederer & Associates Investment Counsel
California
$355K – – –
CWM
640
Congress Wealth Management
Massachusetts
$353K -$254K -14,490 -42%
BCI
641
Brinker Capital Investments
Pennsylvania
$352K -$348K -19,803 -50%
TIA
642
Tiemann Investment Advisors
California
$350K +$316 +18 +0.1%
TW
643
Transform Wealth
Colorado
$347K -$13.4K -762 -4%
PWA
644
Physician Wealth Advisors
Utah
$344K -$196K -11,154 -35%
RWA
645
River Wealth Advisors
Pennsylvania
$344K – – –
RCWM
646
Royal Capital Wealth Management
Indiana
$343K -$10.5K -600 -3%
NSIM
647
North Star Investment Management
Illinois
$337K – – –
VCM
648
Versant Capital Management
Arizona
$335K – – –
PB
649
Pinnacle Bancorp
Nebraska
$334K – – –
PSF
650
Pacific Sun Financial
California
$329K – – –