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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPA
626
High Probability Advisors
New York
$960K +$24.8K +1,001 +3%
Franklin Resources
627
Franklin Resources
California
$948K +$297K +12,000 +48%
PFC
628
Phocas Financial Corp
California
$936K
DT
629
Diversified Trust
Tennessee
$936K +$22K +887 +2%
OWMIAS
630
One Wealth Management Investment & Advisory Services
Florida
$932K +$65.4K +2,642 +8%
BEW
631
Burton Enright Welch
California
$931K -$8.37K -338 -0.9%
MIA
632
MainStreet Investment Advisors
Illinois
$931K
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$931K
BA
634
Bridgewater Advisors
New York
$929K -$18.3K -740 -2%
BFC
635
Bedel Financial Consulting
Indiana
$920K +$1.06K +43 +0.1%
AWMM
636
Aegis Wealth Management (Maryland)
Maryland
$899K +$18.8K +761 +2%
CA
637
Crewe Advisors
Utah
$893K +$3.56K +144 +0.4%
MWA
638
Monograph Wealth Advisors
California
$887K
CWA
639
Consilium Wealth Advisory
Texas
$886K
HI
640
Hudock Inc
Pennsylvania
$883K -$6.83K -276 -0.8%
MAC
641
Mason & Associates (California)
California
$877K +$223 +9 +0%
DWM
642
DecisionMap Wealth Management
Virginia
$875K
LSIA
643
LaSalle St. Investment Advisors
Illinois
$866K
DF
644
DecisionPoint Financial
Arizona
$862K
CAM
645
Costello Asset Management
Pennsylvania
$859K -$14K -567 -2%
NCM
646
Northwest Capital Management
Oregon
$859K
TFP
647
Traction Financial Partners
Wyoming
$856K +$109K +4,397 +15%
AF
648
Advisornet Financial
Minnesota
$854K +$6.63K +268 +0.8%
OWM
649
OneAscent Wealth Management
Alabama
$853K -$22.2K -897 -3%
MCCP
650
Mission Creek Capital Partners
California
$853K +$1.66K +67 +0.2%