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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ESB
701
Essex Savings Bank
Connecticut
$421K +$25.8K +1,491 +7%
PWA
702
Physician Wealth Advisors
Utah
$418K -$24.8K -1,437 -6%
WP
703
WealthSource Partners
California
$417K +$104 +6 +0%
BP
704
Broadleaf Partners
Ohio
$417K +$19.5K +1,131 +5%
ACM
705
AlphaStar Capital Management
North Carolina
$413K
SAM
706
Summit Asset Management
Tennessee
$412K
PCI
707
Planning Center Inc
Illinois
$409K +$104 +6 +0%
ATC
708
Argent Trust Co
Tennessee
$405K
RWP
709
Revolve Wealth Partners
New Jersey
$404K -$4.4K -255 -1%
SFG
710
Sovereign Financial Group
Connecticut
$399K +$2.59K +150 +0.7%
AMIM
711
Aull & Monroe Investment Management
Alabama
$399K
B
712
BetterWealth
California
$399K
CFB
713
Cullen/Frost Bankers
Texas
$398K -$26.3K -1,524 -7%
WIA
714
World Investment Advisors
California
$396K
BL
715
Balentine LLC
Georgia
$394K
RCAG
716
Rehmann Capital Advisory Group
Michigan
$394K
Bank of Montreal
717
Bank of Montreal
Ontario, Canada
$393K -$54.6K -3,162 -13%
SWP
718
Stratos Wealth Partners
Ohio
$393K +$20.2K +1,170 +6%
SSI
719
Scott & Selber Inc
Texas
$392K -$5.7K -330 -2%
SRWM
720
Shira Ridge Wealth Management
California
$392K
KFP
721
Keener Financial Planning
Texas
$390K +$363K +21,006 New
MAWA
722
Moss Adams Wealth Advisors
Washington
$390K +$161K +9,327 +80%
PFC
723
Phocas Financial Corp
California
$387K -$2.09M -121,149 -85%
GC
724
Garde Capital
Washington
$386K -$42.9K -2,484 -11%
S4W
725
Solutions 4 Wealth
Texas
$385K +$358K +20,724 New