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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
651
Seneca House Advisors
Virginia
$261K +$2.38K +153 +0.8%
TCWM
652
Total Clarity Wealth Management
Illinois
$260K -$111K -7,125 -28%
TW
653
Transform Wealth
Colorado
$260K -$8.31K -534 -3%
PSF
654
Pacific Sun Financial
California
$259K – – –
ECM
655
Evergreen Capital Management
Washington
$258K +$2.47K +159 +0.9%
AMM
656
American Money Management
California
$256K +$47 +3 +0%
MWA
657
Monograph Wealth Advisors
California
$253K – – –
PAM
658
Private Asset Management
California
$253K – – –
UAS
659
United Asset Strategies
New York
$252K – – –
FPFS
660
First Personal Financial Services
North Carolina
$252K +$280K +18,000 New
Jane Street
661
Jane Street
New York
$251K -$2.86M -183,582 -91%
SPWM
662
Schrum Private Wealth Management
Florida
$251K – – –
EW
663
Evoke Wealth
California
$248K +$214K +13,734 +342%
SCM
664
Schnieders Capital Management
California
$247K – – –
WPC
665
Wedmont Private Capital
Pennsylvania
$247K – – –
OWM
666
Orgel Wealth Management
Wisconsin
$246K – – –
LF
667
LifeSteps Financial
California
$245K -$1.17K -75 -0.4%
SFP
668
Shepherd Financial Partners
Massachusetts
$245K – – –
CFA
669
Cahill Financial Advisors
Minnesota
$244K +$980 +63 +0.4%
ONSWM
670
Old North State Wealth Management
North Carolina
$243K -$12.8K -825 -5%
BDWCC
671
B&D White Capital Company
Texas
$243K +$44.8K +2,883 +20%
CAC
672
Certified Advisory Corp
Florida
$243K +$270K +17,331 New
APA
673
Astoria Portfolio Advisors
New York
$241K -$5.93K -381 -2%
CAM
674
Cubic Asset Management
Massachusetts
$241K – – –
HPWM
675
Highland Private Wealth Management
Washington
$241K – – –