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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPL
651
CAP Partners LLC
Tennessee
$935K -$604 -23 -0.1%
AWM
652
Abound Wealth Management
Tennessee
$924K +$137K +5,221 +17%
HPA
653
High Probability Advisors
New York
$919K -$48.6K -1,854 -5%
WP
654
Westmount Partners
California
$917K +$96.9K +3,692 +11%
PFC
655
Phocas Financial Corp
California
$914K – – –
CTB
656
Country Trust Bank
Illinois
$905K – – –
BFC
657
Bedel Financial Consulting
Indiana
$900K +$1.1K +42 +0.1%
WC
658
Waterloo Capital
Texas
$898K -$66.1K -2,518 -7%
MIA
659
MainStreet Investment Advisors
Illinois
$891K -$19K -725 -2%
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$891K -$19K -725 -2%
EFH
661
Eaton Financial Holdings
Florida
$890K -$10.9K -415 -1%
IAP
662
Indie Asset Partners
Indiana
$884K -$70.5K -2,685 -7%
BEW
663
Burton Enright Welch
California
$882K -$11.1K -423 -1%
WJWM
664
Williams Jones Wealth Management
New York
$879K +$919K +35,020 New
CCM
665
Chilton Capital Management
Texas
$878K -$145K -5,524 -14%
Franklin Resources
666
Franklin Resources
California
$877K -$29.4K -1,122 -3%
MWA
667
Monograph Wealth Advisors
California
$866K – – –
DWM
668
DecisionMap Wealth Management
Virginia
$864K -$11K -419 -1%
AWMM
669
Aegis Wealth Management (Maryland)
Maryland
$862K -$9.13K -348 -1%
ASCM
670
Adkins Seale Capital Management
Louisiana
$858K – – –
GWM
671
Gilpin Wealth Management
Colorado
$857K +$7.22K +275 +0.8%
WFS
672
WealthGarden F.S.
California
$856K +$10.4K +395 +1%
RWM
673
Rockwood Wealth Management
Pennsylvania
$851K +$889K +33,898 New
LC
674
Lawood & Co
Pennsylvania
$841K – – –
DF
675
DecisionPoint Financial
Arizona
$839K – – –