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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Abound Wealth Management
Tennessee
$924K +$137K +5,221 +17%
HPA
652
High Probability Advisors
New York
$919K -$48.6K -1,854 -5%
WP
653
Westmount Partners
California
$917K +$96.9K +3,692 +11%
PFC
654
Phocas Financial Corp
California
$914K
CTB
655
Country Trust Bank
Illinois
$905K
BFC
656
Bedel Financial Consulting
Indiana
$900K +$1.1K +42 +0.1%
WC
657
Waterloo Capital
Texas
$898K -$66.1K -2,518 -7%
MIA
658
MainStreet Investment Advisors
Illinois
$891K -$19K -725 -2%
MPWT
659
MassMutual Private Wealth & Trust
Connecticut
$891K -$19K -725 -2%
EFH
660
Eaton Financial Holdings
Florida
$890K -$10.9K -415 -1%
IAP
661
Indie Asset Partners
Indiana
$884K -$70.5K -2,685 -7%
BEW
662
Burton Enright Welch
California
$882K -$11.1K -423 -1%
WJWM
663
Williams Jones Wealth Management
New York
$879K +$919K +35,020 New
CCM
664
Chilton Capital Management
Texas
$878K -$145K -5,524 -14%
Franklin Resources
665
Franklin Resources
California
$877K -$29.4K -1,122 -3%
MWA
666
Monograph Wealth Advisors
California
$866K
DWM
667
DecisionMap Wealth Management
Virginia
$864K -$11K -419 -1%
AWMM
668
Aegis Wealth Management (Maryland)
Maryland
$862K -$9.13K -348 -1%
ASCM
669
Adkins Seale Capital Management
Louisiana
$858K
GWM
670
Gilpin Wealth Management
Colorado
$857K +$7.22K +275 +0.8%
WFS
671
WealthGarden F.S.
California
$856K +$10.4K +395 +1%
RWM
672
Rockwood Wealth Management
Pennsylvania
$851K +$889K +33,898 New
LC
673
Lawood & Co
Pennsylvania
$841K
DF
674
DecisionPoint Financial
Arizona
$839K
NP
675
NorthRock Partners
Minnesota
$835K +$123K +4,673 +16%