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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
Cahill Financial Advisors
Minnesota
$882K -$193K -7,433 -18%
AWM
677
Apex Wealth Management
New Hampshire
$881K +$1.72K +66 +0.2%
FFM
678
Forum Financial Management
Illinois
$880K +$52.9K +2,034 +6%
LC
679
Lawood & Co
Pennsylvania
$879K +$872K +33,510 New
DF
680
DecisionPoint Financial
Arizona
$877K
CWA
681
Continuum Wealth Advisors
New York
$873K +$99.2K +3,810 +13%
BCMLT
682
Beacon Capital Management LLC (Tennessee)
Tennessee
$871K +$111K +4,258 +15%
MCCP
683
Mission Creek Capital Partners
California
$870K -$104 -4 -0%
NCM
684
Next Capital Management
New York
$869K +$2.71K +104 +0.3%
WP
685
Westmount Partners
California
$861K +$833 +32 +0.1%
S
686
Sunpointe
Missouri
$855K +$3.07K +118 +0.4%
HI
687
Hudock Inc
Pennsylvania
$843K -$57.5K -2,209 -6%
FCH
688
Freestone Capital Holdings
Washington
$843K +$32.2K +1,236 +4%
GC
689
GatePass Capital
Ohio
$842K +$836K +32,097 New
MA
690
Marquette Associates
Illinois
$839K -$29.9K -1,149 -3%
AF
691
Advisornet Financial
Minnesota
$838K -$33.3K -1,279 -4%
Comerica Bank
692
Comerica Bank
Texas
$836K +$5K +192 +0.6%
TAM
693
Townsend Asset Management
North Carolina
$836K +$48.9K +1,877 +6%
LSIA
694
LaSalle St. Investment Advisors
Illinois
$833K -$49.5K -1,900 -6%
AWM
695
Abound Wealth Management
Tennessee
$828K +$98.8K +3,796 +14%
FVWA
696
Foster Victor Wealth Advisors
South Carolina
$827K +$44.2K +1,699 +6%
FDCDDQ
697
Federation des caisses Desjardins du Quebec
Quebec, Canada
$827K +$4.42K +170 +0.5%
GKWIM
698
Gerber Kawasaki Wealth & Investment Management
California
$825K +$6.46K +248 +0.8%
TBFA
699
Three Bearings Fiduciary Advisors
New Hampshire
$821K +$802K +30,815 New
IIC
700
Ironwood Investment Counsel
Arizona
$820K