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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
626
Aviance Capital Partners
Florida
$433K
DAS
627
Dynamic Advisor Solutions
Arizona
$433K -$72.3K -4,176 -14%
PRWA
628
Platte River Wealth Advisors
Colorado
$432K
BlackRock
629
BlackRock
New York
$428K
BIG
630
Builder Investment Group
Georgia
$428K +$9.09K +525 +2%
QCM
631
QRG Capital Management
Illinois
$428K +$446K +25,764 New
HIS
632
Horizon Investment Services
Indiana
$426K +$19.3K +1,116 +5%
CAAM
633
Cornerstone Advisors Asset Management
Pennsylvania
$425K
FW
634
FirstPurpose Wealth
Utah
$425K -$145K -8,355 -25%
CCM
635
Carlson Capital Management
Minnesota
$423K +$2.6K +150 +0.6%
Bank of Montreal
636
Bank of Montreal
Ontario, Canada
$423K -$286K -16,521 -41%
IF
637
IRON Financial
Illinois
$422K -$986 -57 -0.2%
G
638
Gainplan
Michigan
$420K -$15.8K -912 -3%
BF
639
Blankinship & Foster
California
$416K -$12.4K -714 -3%
ACM
640
Armbruster Capital Management
New York
$416K +$2.65K +153 +0.6%
MFA
641
Mayflower Financial Advisors
Massachusetts
$414K +$432K +24,942 New
AL
642
ACAS LLC
California
$414K -$25.2K -1,455 -6%
PWMAG
643
Pinnacle Wealth Management Advisory Group
New Jersey
$410K -$4.15K -240 -1%
NS
644
NBC Securities
Alabama
$408K +$426K +24,600 New
AIM
645
Anchor Investment Management
South Carolina
$406K -$4.15K -240 -1%
PWM
646
Paulson Wealth Management
Illinois
$405K -$43.9K -2,535 -9%
CNWM
647
Clay Northam Wealth Management
California
$404K
WA
648
Waterford Advisors
New York
$402K
KC
649
Kades & Cheifetz
Pennsylvania
$399K +$1.56K +90 +0.4%
NFW
650
Noble Family Wealth
Florida
$398K -$12.6K -729 -3%