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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
701
Cornerstone Advisors Asset Management
Pennsylvania
$931K +$166K +5,928 +23%
BIG
702
Builder Investment Group
Georgia
$926K +$11.8K +422 +1%
LSIA
703
LaSalle St. Investment Advisors
Illinois
$921K +$28 +1 +0%
FDCDDQ
704
Federation des caisses Desjardins du Quebec
Quebec, Canada
$911K
PWMAG
705
Pinnacle Wealth Management Advisory Group
New Jersey
$908K +$37K +1,323 +4%
AF
706
Advisornet Financial
Minnesota
$908K -$13.2K -473 -1%
JIC
707
Joel Isaacson & Co
New York
$898K +$2.3K +82 +0.3%
VC
708
Veracity Capital
Georgia
$898K
WCM
709
Wealthcare Capital Management
Virginia
$896K
WF
710
Womack Financial
Texas
$895K +$8.04K +287 +0.9%
SWP
711
Stratos Wealth Partners
Ohio
$894K +$146K +5,220 +20%
FCBT
712
First Citizens Bank & Trust
North Carolina
$893K +$411K +14,689 +91%
Fisher Asset Management
713
Fisher Asset Management
Washington
$885K -$1.21M -43,301 -59%
IIC
714
Ironwood Investment Counsel
Arizona
$884K -$20.8K -743 -2%
CAM
715
Costello Asset Management
Pennsylvania
$883K +$1.26K +45 +0.1%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$880K +$13K +464 +2%
BCI
717
Brinker Capital Investments
Pennsylvania
$877K -$1.57M -56,168 -65%
CP
718
Capital Planning
Washington
$875K +$846K +30,216 New
FFM
719
Forum Financial Management
Illinois
$874K -$8.85K -316 -1%
CFO
720
Callan Family Office
Pennsylvania
$869K
BCM
721
Bowie Capital Management
Texas
$869K
HBT
722
Hills Bank & Trust
Iowa
$869K
TC
723
Tannin Capital
North Carolina
$860K +$28 +1 +0%
HIS
724
Horizon Investment Services
Indiana
$857K +$1.96K +70 +0.2%
OWM
725
OneAscent Wealth Management
Alabama
$853K -$20.1K -717 -2%