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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEM
726
Fulcrum Equity Management
Texas
$434K +$413K +21,342 New
PWA
727
Physician Wealth Advisors
Utah
$433K
BL
728
Balentine LLC
Georgia
$432K
HFS
729
Heritage Financial Services
Massachusetts
$432K -$46.5K -2,403 -10%
Bank of Montreal
730
Bank of Montreal
Ontario, Canada
$431K +$522 +27 +0.1%
SSI
731
Scott & Selber Inc
Texas
$430K +$290 +15 +0.1%
SRWM
732
Shira Ridge Wealth Management
California
$430K
KFP
733
Keener Financial Planning
Texas
$428K
PFC
734
Phocas Financial Corp
California
$425K
IC
735
IEQ Capital
California
$424K +$4.88K +252 +1%
WS
736
Wedbush Securities
California
$423K -$36.9K -1,905 -8%
S4W
737
Solutions 4 Wealth
Texas
$422K +$348 +18 +0.1%
PIA
738
Pinion Investment Advisors
Kansas
$421K +$7.55K +390 +2%
WCFA
739
Walkner Condon Financial Advisors
Wisconsin
$421K
ESB
740
Essex Savings Bank
Connecticut
$421K
AFG
741
ABLE Financial Group
Arizona
$419K
GC
742
Garde Capital
Washington
$418K -$5.11K -264 -1%
AAMC
743
Asset Allocation & Management Company
Illinois
$413K +$392K +20,280 New
ECM
744
Evergreen Capital Management
Washington
$407K +$13.5K +696 +4%
RCWM
745
Royal Capital Wealth Management
Indiana
$407K -$176K -9,105 -31%
OWM
746
OneAscent Wealth Management
Alabama
$407K +$40.1K +2,070 +12%
EW
747
Evoke Wealth
California
$407K +$387K +19,998 New
MFC
748
Morris Financial Concepts
South Carolina
$406K
SEM
749
Strategic Equity Management
Arizona
$405K -$9.75K -504 -2%
Vanguard Personalized Indexing Management
750
Vanguard Personalized Indexing Management
California
$402K -$2.24M -115,872 -85%