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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
651
Prospera Financial Services
Texas
$552K -$8.13K -420 -2%
OFP
652
OLIO Financial Planning
Virginia
$552K
SOS
653
Silver Oak Securities
Tennessee
$550K -$1.76M -91,017 -77%
PL
654
Plancorp LLC
Missouri
$549K +$146K +7,539 +39%
BTWM
655
Baker Tilly Wealth Management
Wisconsin
$548K
AWA
656
Aquire Wealth Advisors
Utah
$548K +$5.28K +273 +1%
GI
657
GS Investments
Minnesota
$548K -$1.45K -75 -0.3%
HIS
658
Horizon Investment Services
Indiana
$544K +$3.77K +195 +0.7%
HA
659
Hanover Advisors
South Carolina
$542K -$76.6K -3,960 -13%
WFA
660
West Financial Advisors
Iowa
$540K
CWA
661
Clarity Wealth Advisors
California
$539K -$35K -1,809 -6%
WAM
662
Weatherly Asset Management
California
$538K
UW
663
Unique Wealth
Florida
$535K -$13K -672 -2%
ACP
664
Aviance Capital Partners
Florida
$531K
ACM
665
Armbruster Capital Management
New York
$527K +$12.2K +633 +3%
BlackRock
666
BlackRock
New York
$525K
CAAM
667
Cornerstone Advisors Asset Management
Pennsylvania
$521K
AIM
668
Anchor Investment Management
South Carolina
$521K +$4.93K +255 +1%
HNB
669
Huntington National Bank
Ohio
$516K
PWMAG
670
Pinnacle Wealth Management Advisory Group
New Jersey
$515K +$11.9K +615 +2%
IF
671
IRON Financial
Illinois
$506K +$348 +18 +0.1%
TFP
672
Traction Financial Partners
Wyoming
$506K +$191K +9,891 +65%
JWM
673
Jeppson Wealth Management
California
$504K +$1.39K +72 +0.3%
KC
674
Kades & Cheifetz
Pennsylvania
$503K +$1.51K +78 +0.3%
RFA
675
Rollins Financial Advisors
New York
$503K -$35.8K -1,851 -7%