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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
651
Valeo Financial Advisors
Indiana
$227K +$213 +12 +0.1%
RWM
652
Ritholtz Wealth Management
New York
$226K – – –
WAP
653
Wealthcare Advisory Partners
Pennsylvania
$226K – – –
PWMAG
654
Pinnacle Wealth Management Advisory Group
New Jersey
$225K +$2.03K +114 +0.9%
LFG
655
Larson Financial Group
Missouri
$225K +$11.5K +648 +5%
FHA
656
Flagship Harbor Advisors
Massachusetts
$223K – – –
MA
657
MONECO Advisors
Connecticut
$222K – – –
WI
658
Wedgewood Investors
Pennsylvania
$222K – – –
CAL
659
Capital Analysts LLC
Pennsylvania
$221K -$12.2K -684 -5%
PFPT
660
Pinnacle Financial Partners (Tennessee)
Tennessee
$218K – – –
FFWA
661
FRG Family Wealth Advisors
Washington
$217K – – –
BO
662
BRR OpCo
Ohio
$216K -$599K -33,684 -73%
CCP
663
Cassia Capital Partners
North Carolina
$215K +$221K +12,414 New
MWM
664
Midwest Wealth Management
Indiana
$215K +$221K +12,414 New
CPSAC
665
Chas P. Smith & Associates (CPS)
Florida
$213K – – –
BIM
666
Baldwin Investment Management
Pennsylvania
$212K – – –
SSB
667
Sandy Spring Bank
Maryland
$207K +$1.81K +102 +0.9%
FMC
668
Financial Management Concepts
Florida
$206K – – –
SAM
669
Silvercrest Asset Management
New York
$204K +$209K +11,772 New
VWM
670
Vigilare Wealth Management
Arizona
$201K +$107 +6 +0.1%
BW
671
Bison Wealth
Georgia
$191K – – –
JP Morgan Chase
672
JP Morgan Chase
New York
$187K +$39K +2,190 +25%
CWA
673
Carolina Wealth Advisors
South Carolina
$187K +$61.6K +3,462 +47%
SFP
674
Sterling Financial Planning
New Jersey
$185K +$534 +30 +0.3%
FCA
675
FinTrust Capital Advisors
South Carolina
$183K – – –