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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
726
Catalyst Financial Partners
Massachusetts
$594K -$163K -7,400 -23%
SWP
727
Stratos Wealth Partners
Ohio
$594K +$12.6K +571 +2%
Franklin Resources
728
Franklin Resources
California
$593K +$252K +11,445 +85%
SSI
729
Scott & Selber Inc
Texas
$591K +$352 +16 +0.1%
OFP
730
OLIO Financial Planning
Virginia
$591K -$22 -1 -0%
AWM
731
Apollon Wealth Management
South Carolina
$589K -$16.6K -753 -3%
GP
732
Greenline Partners
New York
$589K -$4.23M -192,144 -89%
SAM
733
Summit Asset Management
Tennessee
$587K +$14.7K +667 +3%
WCM
734
Washburn Capital Management
Florida
$582K -$35.7K -1,619 -6%
QCM
735
QRG Capital Management
Illinois
$582K -$25.5K -1,158 -5%
SEIA
736
Signature Estate & Investment Advisors
California
$580K -$405K -18,365 -43%
PCA
737
Prosperity Capital Advisors
Ohio
$578K -$34.4K -1,563 -6%
SSW
738
Stone Summit Wealth
Florida
$576K +$269K +12,223 +102%
RFA
739
Rollins Financial Advisors
New York
$575K
WFS
740
WealthGarden F.S.
California
$575K +$68.1K +3,092 +15%
IWM
741
Integris Wealth Management
California
$574K +$531K +24,107 New
SWA
742
Sightline Wealth Advisors
Connecticut
$573K +$4.71K +214 +0.9%
TBWA
743
Three Bridge Wealth Advisors
California
$573K +$286K +12,996 +118%
BP
744
Broadleaf Partners
Ohio
$573K +$573 +26 +0.1%
WAM
745
Weatherly Asset Management
California
$571K -$53.9K -2,445 -9%
Fisher Asset Management
746
Fisher Asset Management
Washington
$571K +$302K +13,707 +134%
NS
747
NBC Securities
Alabama
$571K +$1.78K +81 +0.3%
FM
748
Foster & Motley
Ohio
$570K -$5.57K -253 -1%
TW
749
TritonPoint Wealth
Maryland
$569K +$44 +2 +0%
WCFA
750
Walkner Condon Financial Advisors
Wisconsin
$568K +$34.5K +1,568 +7%