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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
726
Per Stirling Capital Management
Texas
$481K +$128K +5,988 +38%
ATC
727
Argent Trust Co
Tennessee
$480K -$3.84K -180 -0.8%
SFG
728
Sovereign Financial Group
Connecticut
$478K +$512 +24 +0.1%
CFB
729
Cullen/Frost Bankers
Texas
$476K
BL
730
Balentine LLC
Georgia
$471K
HFS
731
Heritage Financial Services
Massachusetts
$470K -$28.3K -1,326 -6%
SRWM
732
Shira Ridge Wealth Management
California
$468K
CAL
733
Capital Analysts LLC
Pennsylvania
$467K -$64.6K -3,027 -13%
KFP
734
Keener Financial Planning
Texas
$465K
WCFA
735
Walkner Condon Financial Advisors
Wisconsin
$459K
LWM
736
Lakeridge Wealth Management
Ohio
$459K -$1.02K -48 -0.2%
LA
737
LexAurum Advisors
Kansas
$456K +$195K +9,150 +80%
AAMC
738
Asset Allocation & Management Company
Illinois
$450K
Vanguard Personalized Indexing Management
739
Vanguard Personalized Indexing Management
California
$448K +$10.2K +477 +2%
S4W
740
Solutions 4 Wealth
Texas
$447K +$769 +36 +0.2%
EW
741
Evoke Wealth
California
$443K +$427K +19,998 New
FFM
742
Forum Financial Management
Illinois
$443K +$6.92K +324 +2%
WS
743
Wedbush Securities
California
$441K -$1.28K -60 -0.3%
MFC
744
Morris Financial Concepts
South Carolina
$440K
TIM
745
Total Investment Management
Arizona
$439K +$1.54K +72 +0.4%
AMIM
746
Aull & Monroe Investment Management
Alabama
$439K -$44.8K -2,100 -10%
ACP
747
Aviance Capital Partners
Florida
$438K -$135K -6,336 -24%
FF
748
Financial Futures
New Jersey
$437K +$421K +19,716 New
B
749
BetterWealth
California
$437K
GC
750
Garde Capital
Washington
$433K -$17.9K -837 -4%