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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFC
726
DB Fitzpatrick & Co
Idaho
$251K +$245K +13,320 New
MW
727
Marcum Wealth
Ohio
$250K +$244K +13,254 New
TCWA
728
Ten Capital Wealth Advisors
Washington
$249K
LFG
729
Larson Financial Group
Missouri
$247K +$2.1K +114 +0.9%
PWMAG
730
Pinnacle Wealth Management Advisory Group
New Jersey
$245K +$221 +12 +0.1%
MOS
731
MGO One Seven
Ohio
$243K -$37.6K -2,046 -14%
VFA
732
Valeo Financial Advisors
Indiana
$243K -$4.2K -228 -2%
CAL
733
Capital Analysts LLC
Pennsylvania
$242K +$773 +42 +0.3%
CWA
734
Carolina Wealth Advisors
South Carolina
$241K +$37K +2,010 +19%
PFPT
735
Pinnacle Financial Partners (Tennessee)
Tennessee
$237K
FFWA
736
FRG Family Wealth Advisors
Washington
$236K +$110 +6 +0%
GFP
737
Guardian Financial Partners
California
$236K +$230K +12,510 New
GWA
738
Geometric Wealth Advisors
District of Columbia
$236K +$231K +12,540 New
BO
739
BRR OpCo
Ohio
$235K
AC
740
AlphaCore Capital
California
$234K -$64.1K -3,486 -22%
MWM
741
Midwest Wealth Management
Indiana
$234K
CPSAC
742
Chas P. Smith & Associates (CPS)
Florida
$232K
MCM
743
MAI Capital Management
Ohio
$232K +$227K +12,318 New
ACMA
744
Arbor Capital Management (Alaska)
Alaska
$231K +$226K +12,282 New
Fifth Third Bancorp
745
Fifth Third Bancorp
Ohio
$230K -$29.4K -1,596 -12%
GD
746
Grandfield & Dodd
New York
$230K +$220K +11,982 New
ML
747
McAdam LLC
Pennsylvania
$229K +$223K +12,138 New
SAM
748
SP Asset Management
California
$227K
BWA
749
BlueSky Wealth Advisors
North Carolina
$225K -$55.4K -3,012 -20%
Fisher Asset Management
750
Fisher Asset Management
Washington
$225K +$220K +11,940 New