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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
651
Old North State Wealth Management
North Carolina
$341K +$333K +18,090 New
JC
652
Jacobs & Co
California
$340K -$29.8K -1,620 -8%
SHA
653
Seneca House Advisors
Virginia
$339K -$20.2K -1,098 -6%
UAS
654
United Asset Strategies
New York
$339K +$331K +18,000 New
HIP
655
HUB Investment Partners
Texas
$338K +$11.3K +612 +4%
LF
656
LifeSteps Financial
California
$336K +$16.1K +876 +5%
SPWM
657
Schrum Private Wealth Management
Florida
$335K +$328K +17,850 New
SCM
658
Schnieders Capital Management
California
$333K
CAM
659
Cubic Asset Management
Massachusetts
$332K
GLLW
660
Graves Light Lenhart Wealth
Virginia
$332K +$993 +54 +0.3%
FRA
661
Front Row Advisors
California
$331K -$5.52K -300 -2%
OWM
662
Orgel Wealth Management
Wisconsin
$331K -$883 -48 -0.3%
SFP
663
Shepherd Financial Partners
Massachusetts
$330K
FF
664
Friedenthal Financial
New Jersey
$329K -$662 -36 -0.2%
PAM
665
Premier Asset Management
Illinois
$326K
CFA
666
Cahill Financial Advisors
Minnesota
$326K +$883 +48 +0.3%
JWM
667
Janiczek Wealth Management
Colorado
$326K +$59.2K +3,216 +23%
RPA
668
Rock Point Advisors
Vermont
$324K
IC
669
IEQ Capital
California
$322K +$22.5K +1,224 +8%
PRWA
670
Platte River Wealth Advisors
Colorado
$320K +$34.2K +1,860 +12%
Thrivent Financial for Lutherans
671
Thrivent Financial for Lutherans
Minnesota
$318K
BWA
672
Burt Wealth Advisors
Maryland
$317K +$2.32K +126 +0.8%
IF
673
Ironwood Financial
Arizona
$317K +$66.5K +3,612 +27%
AIA
674
Alera Investment Advisors
Illinois
$310K
WPC
675
Wedmont Private Capital
Pennsylvania
$310K +$311K +16,884 New