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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIS
626
Horizon Investment Services
Indiana
$391K +$383K +24,510 New
Renaissance Technologies
627
Renaissance Technologies
New York
$388K +$380K +24,300 New
CNWM
628
Clay Northam Wealth Management
California
$388K
AIM
629
Anchor Investment Management
South Carolina
$387K -$33.1K -2,115 -8%
KC
630
Kades & Cheifetz
Pennsylvania
$387K +$422 +27 +0.1%
WA
631
Waterford Advisors
New York
$386K -$1.41K -90 -0.4%
CWMU
632
Caliber Wealth Management (Utah)
Utah
$380K +$1.41K +90 +0.4%
CFO
633
Custos Family Office
Texas
$377K
PFS
634
Prospera Financial Services
Texas
$374K -$25.3K -1,617 -6%
AFG
635
ABLE Financial Group
Arizona
$374K +$367K +23,445 New
ESB
636
Essex Savings Bank
Connecticut
$374K +$366K +23,430 New
WCM
637
WealthBridge Capital Management
Ohio
$371K -$160K -10,263 -31%
HS
638
Horan Securities
United States
$371K +$20.9K +1,338 +6%
BIG
639
Builder Investment Group
Georgia
$370K +$7.65K +489 +2%
GC
640
Garde Capital
Washington
$370K +$9.71K +621 +3%
RF
641
Rollins Financial
Georgia
$368K
CFB
642
Cullen/Frost Bankers
Texas
$366K -$106K -6,750 -23%
WP
643
WealthSource Partners
California
$361K +$235 +15 +0.1%
EWP
644
Elevation Wealth Partners
California
$357K +$350K +22,368 New
RWP
645
Revolve Wealth Partners
New Jersey
$355K -$38.5K -2,463 -10%
ACP
646
Aveo Capital Partners
Colorado
$354K +$127K +8,154 +58%
PCI
647
Planning Center Inc
Illinois
$354K +$94 +6 +0%
ATC
648
Argent Trust Co
Tennessee
$348K
CA
649
Crewe Advisors
Utah
$346K +$985 +63 +0.3%
CW
650
CreativeOne Wealth
Kansas
$345K -$88.1K -5,634 -21%