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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
Ledge Wealth Management
Minnesota
$212K – – –
CWS
702
Cypress Wealth Services
California
$211K -$330K -21,228 -59%
AIM
703
Aurora Investment Managers
Florida
$211K +$373 +24 +0.2%
SWIM
704
Smallwood Wealth Investment Management
New Jersey
$209K – – –
UB
705
UMB Bank
Missouri
$206K -$186K -11,934 -45%
BFM
706
Broadview Financial Management
Wisconsin
$206K +$980 +63 +0.4%
SWM
707
Spire Wealth Management
Virginia
$205K -$274K -17,634 -55%
SSB
708
Sandy Spring Bank
Maryland
$205K +$140 +9 +0.1%
CWM
709
C2C Wealth Management
Arizona
$204K +$140 +9 +0.1%
SG
710
StoneX Group
New York
$200K +$223K +14,310 New
VCM
711
Versant Capital Management
Arizona
$200K -$70.7K -4,542 -24%
CCP
712
Clarkston Capital Partners
Michigan
$197K – – –
OCM
713
Osterweis Capital Management
California
$196K – – –
QCMNJ
714
Quantum Capital Management (New Jersey)
New Jersey
$194K +$5.79K +372 +3%
PK
715
Pflug Koory
Nebraska
$186K – – –
BTI
716
Blue Trust Inc
Georgia
$185K -$36.3K -2,331 -16%
TCWA
717
Ten Capital Wealth Advisors
Washington
$185K – – –
PFPT
718
Pinnacle Financial Partners (Tennessee)
Tennessee
$183K – – –
Bessemer Group
719
Bessemer Group
New Jersey
$179K +$31.4K +2,016 +19%
MFT
720
Moisand Fitzgerald Tamayo
Florida
$178K -$17.2K -1,107 -8%
CIA
721
Choate Investment Advisors
Massachusetts
$177K – – –
DFC
722
DB Fitzpatrick & Co
Idaho
$174K -$14.3K -918 -7%
AC
723
AlphaCore Capital
California
$174K +$840 +54 +0.4%
HS
724
Horan Securities
United States
$168K +$59.1K +3,801 +46%
Qube Research & Technologies (QRT)
725
Qube Research & Technologies (QRT)
United Kingdom
$167K +$181K +11,640 +3,560%