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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PK
726
Pflug Koory
Nebraska
$251K – – –
DFC
727
DB Fitzpatrick & Co
Idaho
$251K +$245K +13,320 New
MW
728
Marcum Wealth
Ohio
$250K +$244K +13,254 New
TCWA
729
Ten Capital Wealth Advisors
Washington
$249K – – –
LFG
730
Larson Financial Group
Missouri
$247K +$2.1K +114 +0.9%
PWMAG
731
Pinnacle Wealth Management Advisory Group
New Jersey
$245K +$221 +12 +0.1%
MOS
732
MGO One Seven
Ohio
$243K -$37.6K -2,046 -14%
VFA
733
Valeo Financial Advisors
Indiana
$243K -$4.2K -228 -2%
CAL
734
Capital Analysts LLC
Pennsylvania
$242K +$773 +42 +0.3%
CWA
735
Carolina Wealth Advisors
South Carolina
$241K +$37K +2,010 +19%
PFPT
736
Pinnacle Financial Partners (Tennessee)
Tennessee
$237K – – –
FFWA
737
FRG Family Wealth Advisors
Washington
$236K +$110 +6 +0%
GFP
738
Guardian Financial Partners
California
$236K +$230K +12,510 New
GWA
739
Geometric Wealth Advisors
District of Columbia
$236K +$231K +12,540 New
BO
740
BRR OpCo
Ohio
$235K – – –
AC
741
AlphaCore Capital
California
$234K -$64.1K -3,486 -22%
MWM
742
Midwest Wealth Management
Indiana
$234K – – –
CPSAC
743
Chas P. Smith & Associates (CPS)
Florida
$232K – – –
MCM
744
MAI Capital Management
Ohio
$232K +$227K +12,318 New
ACMA
745
Arbor Capital Management (Alaska)
Alaska
$231K +$226K +12,282 New
Fifth Third Bancorp
746
Fifth Third Bancorp
Ohio
$230K -$29.4K -1,596 -12%
GD
747
Grandfield & Dodd
New York
$230K +$220K +11,982 New
ML
748
McAdam LLC
Pennsylvania
$229K +$223K +12,138 New
SAM
749
SP Asset Management
California
$227K – – –
BIM
750
Baldwin Investment Management
Pennsylvania
$226K -$4.3K -234 -2%