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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$394K +$54.6K +3,348 +17%
ACM
652
AlphaStar Capital Management
North Carolina
$394K -$53.3K -3,267 -13%
CA
653
Crewe Advisors
Utah
$393K +$18.6K +1,143 +5%
WS
654
Wedbush Securities
California
$393K -$123K -7,533 -25%
RWP
655
Revolve Wealth Partners
New Jersey
$388K +$4.06K +249 +1%
EWP
656
Elevation Wealth Partners
California
$386K +$196 +12 +0.1%
Financial Engines Advisors
657
Financial Engines Advisors
California
$384K +$364K +22,311 New
SAM
658
Summit Asset Management
Tennessee
$382K -$299K -18,321 -45%
PCI
659
Planning Center Inc
Illinois
$380K +$49 +3 +0%
WCM
660
WealthBridge Capital Management
Ohio
$379K -$20.6K -1,266 -5%
I2I
661
Insight 2811 Inc
Illinois
$377K +$51.4K +3,156 +17%
ATC
662
Argent Trust Co
Tennessee
$376K
Fisher Asset Management
663
Fisher Asset Management
Washington
$372K +$352K +21,570 New
SFG
664
Sovereign Financial Group
Connecticut
$371K +$782 +48 +0.2%
FVWA
665
Foster Victor Wealth Advisors
South Carolina
$371K -$2.25K -138 -0.6%
SSI
666
Scott & Selber Inc
Texas
$369K +$196 +12 +0.1%
VFA
667
Valeo Financial Advisors
Indiana
$368K +$93.5K +5,736 +37%
WA
668
Waverly Advisors
Alabama
$368K +$91.2K +5,592 +35%
WIA
669
World Investment Advisors
California
$368K
BP
670
Broadleaf Partners
Ohio
$367K
FCI
671
Financial Counselors Inc
Kansas
$367K +$60.2K +3,690 +21%
CPWM
672
Cypress Point Wealth Management
Texas
$367K +$147 +9 +0%
RCAG
673
Rehmann Capital Advisory Group
Michigan
$365K
SRWM
674
Shira Ridge Wealth Management
California
$364K
SWA
675
Sightline Wealth Advisors
Connecticut
$364K -$53.9K -3,306 -13%