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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
Marquette Associates
Illinois
$852K -$50.5K -2,040 -6%
NCM
652
Next Capital Management
New York
$849K +$2.35K +95 +0.3%
WFS
653
WealthGarden F.S.
California
$848K +$227K +9,172 +39%
WP
654
Westmount Partners
California
$846K -$12.7K -513 -2%
AWM
655
Apex Wealth Management
New Hampshire
$846K -$451K -18,203 -36%
SAM
656
Smartleaf Asset Management
Massachusetts
$839K +$32.1K +1,296 +4%
GWM
657
Geneos Wealth Management
Colorado
$837K -$31.2K -1,259 -4%
S
658
Sunpointe
Missouri
$835K +$41.3K +1,670 +5%
Comerica Bank
659
Comerica Bank
Texas
$815K +$423K +17,093 +117%
FFM
660
Forum Financial Management
Illinois
$811K +$99 +4 +0%
FDCDDQ
661
Federation des caisses Desjardins du Quebec
Quebec, Canada
$805K +$3.46K +140 +0.4%
IIC
662
Ironwood Investment Counsel
Arizona
$803K -$18.6K -750 -2%
MWA
663
Muirfield Wealth Advisors
North Carolina
$803K +$2.23K +90 +0.3%
GKWIM
664
Gerber Kawasaki Wealth & Investment Management
California
$803K +$4.16K +168 +0.5%
WCM
665
Wealthcare Capital Management
Virginia
$796K +$58.8K +2,374 +8%
FCH
666
Freestone Capital Holdings
Washington
$795K -$35.6K -1,437 -4%
JIC
667
Joel Isaacson & Co
New York
$791K +$2.2K +89 +0.3%
FIA
668
Foundations Investment Advisors
Arizona
$784K +$231K +9,329 +44%
BIG
669
Builder Investment Group
Georgia
$783K +$7.57K +306 +1%
MA
670
MCF Advisors
Kentucky
$778K -$39.8K -1,607 -5%
FWMP
671
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$775K
MPCL
672
My Personal CFO LLC
Washington
$775K +$122K +4,924 +20%
SC
673
SouthState Corp
Florida
$775K -$2.22M -89,736 -75%
BAM
674
Bosun Asset Management
Illinois
$771K
BCM
675
Bowie Capital Management
Texas
$771K