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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 – – –
IC
734
IEQ Capital
California
$424K +$4.88K +252 +1%
WS
735
Wedbush Securities
California
$423K -$36.9K -1,905 -8%
S4W
736
Solutions 4 Wealth
Texas
$422K +$348 +18 +0.1%
PIA
737
Pinion Investment Advisors
Kansas
$421K +$7.55K +390 +2%
WCFA
738
Walkner Condon Financial Advisors
Wisconsin
$421K – – –
ESB
739
Essex Savings Bank
Connecticut
$421K – – –
AFG
740
ABLE Financial Group
Arizona
$419K – – –
GC
741
Garde Capital
Washington
$418K -$5.11K -264 -1%
AAMC
742
Asset Allocation & Management Company
Illinois
$413K +$392K +20,280 New
ECM
743
Evergreen Capital Management
Washington
$407K +$13.5K +696 +4%
RCWM
744
Royal Capital Wealth Management
Indiana
$407K -$176K -9,105 -31%
OWM
745
OneAscent Wealth Management
Alabama
$407K +$40.1K +2,070 +12%
EW
746
Evoke Wealth
California
$407K +$387K +19,998 New
MFC
747
Morris Financial Concepts
South Carolina
$406K – – –
SEM
748
Strategic Equity Management
Arizona
$405K -$9.75K -504 -2%
Vanguard Personalized Indexing Management
749
Vanguard Personalized Indexing Management
California
$402K -$2.24M -115,872 -85%
EF
750
Empowered Funds
Pennsylvania
$400K +$381K +19,674 New