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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DY
626
Dowling & Yahnke
California
$300K +$20K +1,287 +6%
C
627
Certuity
Florida
$297K +$560 +36 +0.2%
Millennium Management
628
Millennium Management
New York
$297K +$330K +21,243 New
RCAG
629
Rehmann Capital Advisory Group
Michigan
$297K
PWMAG
630
Pinnacle Wealth Management Advisory Group
New Jersey
$296K +$187 +12 +0.1%
NEGWA
631
New England Guild Wealth Advisors
Connecticut
$296K +$373 +24 +0.1%
AMIM
632
Aull & Monroe Investment Management
Alabama
$294K -$7.47K -480 -2%
LW
633
Linscomb Wealth
Texas
$288K
RVPG
634
Relative Value Partners Group
$287K +$319K +20,490 New
VAS
635
Vestmark Advisory Solutions
Massachusetts
$283K +$315K +20,232 New
OPWM
636
Oxinas Partners Wealth Management
Indiana
$282K -$1.7M -109,272 -84%
LAIC
637
Lederer & Associates Investment Counsel
California
$280K
RPA
638
Rock Point Advisors
Vermont
$280K +$52.3K +3,360 +20%
WCFA
639
Walkner Condon Financial Advisors
Wisconsin
$278K -$20.4K -1,314 -6%
BCI
640
Brinker Capital Investments
Pennsylvania
$277K
SHWM
641
Silicon Hills Wealth Management
Texas
$273K -$115K -7,404 -27%
LNWWM
642
Laird Norton Wetherby Wealth Management
California
$273K +$56.1K +3,606 +23%
TIA
643
Tiemann Investment Advisors
California
$272K -$840 -54 -0.3%
RCWM
644
Royal Capital Wealth Management
Indiana
$272K +$93 +6 +0%
JIC
645
Joel Isaacson & Co
New York
$270K -$58.2K -3,741 -16%
PP
646
PDS Planning
Ohio
$269K +$140 +9 +0%
PB
647
Pinnacle Bancorp
Nebraska
$263K
KBFS
648
Kohmann Bosshard Financial Services
Ohio
$261K
SHA
649
Seneca House Advisors
Virginia
$261K +$2.38K +153 +0.8%
TCWM
650
Total Clarity Wealth Management
Illinois
$260K -$111K -7,125 -28%