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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
676
Private Ocean
California
$45K +$256 +18 +0.6%
HRC
677
Hoertkorn Richard Charles
$42K
WFA
678
Wells Financial Advisors
Massachusetts
$42K +$39.8K +2,796 New
BCA
679
Berman Capital Advisors
Georgia
$41K +$171 +12 +0.4%
Rockefeller Capital Management
680
Rockefeller Capital Management
New York
$40K -$513 -36 -1%
EIP
681
Ellis Investment Partners
Pennsylvania
$39K +$171 +12 +0.5%
AWM
682
AllSquare Wealth Management
New York
$38K
ABC
683
Associated Banc-Corp
Wisconsin
$36K
PFBT
684
Parkside Financial Bank & Trust
Missouri
$32K +$85 +6 +0.3%
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K +$29.9K +2,100 New
BAM
686
Barrett Asset Management
New York
$31K
TVWM
687
Tower View Wealth Management
Wisconsin
$31K +$171 +12 +0.6%
LWANC
688
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K
GI
689
Gradient Investments
Minnesota
$29K
FHA
690
First Horizon Advisors
Tennessee
$28K +$85 +6 +0.3%
NG
691
NWK Group
California
$27K
SWM
692
Selective Wealth Management
Virginia
$27K +$85 +6 +0.3%
MCM
693
Manchester Capital Management
Vermont
$26K +$2.99K +210 +14%
TFM
694
TFC Financial Management
Massachusetts
$25K -$6.41K -450 -22%
HWM
695
HighMark Wealth Management
Minnesota
$25K +$85 +6 +0.4%
BCM
696
Blume Capital Management
California
$24K +$85 +6 +0.4%
CFB
697
Cullen/Frost Bankers
Texas
$23K -$5.98K -420 -22%
OFG
698
Oxford Financial Group
Indiana
$23K
RA
699
Resolute Advisors
California
$23K +$22K +1,548 New
PCG
700
Private Capital Group
Connecticut
$21K -$25.5K -1,788 -57%