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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
751
BlueSky Wealth Advisors
North Carolina
$225K -$55.4K -3,012 -20%
Fisher Asset Management
752
Fisher Asset Management
Washington
$225K +$220K +11,940 New
MA
753
MONECO Advisors
Connecticut
$224K – – –
SAM
754
Silvercrest Asset Management
New York
$222K +$773 +42 +0.4%
SG
755
StoneX Group
New York
$220K +$215K +11,688 New
VWM
756
Vigilare Wealth Management
Arizona
$219K – – –
RP
757
Riverwater Partners
Wisconsin
$219K +$214K +11,616 New
SB
758
Strategic Blueprint
Georgia
$217K +$212K +11,496 New
MAM
759
Mastrapasqua Asset Management
Tennessee
$216K +$211K +11,478 New
BRWM
760
B. Riley Wealth Management
Tennessee
$209K +$204K +11,070 New
RIM
761
Regent Investment Management
Kentucky
$209K +$205K +11,118 New
TFS
762
Thoroughbred Financial Services
Tennessee
$208K +$204K +11,088 New
IFG
763
Independent Financial Group
California
$207K +$203K +11,010 New
CS
764
Capital Square
Tennessee
$206K +$205K +11,154 New
WI
765
Wedgewood Investors
Pennsylvania
$204K -$36.6K -1,992 -16%
Bessemer Group
766
Bessemer Group
New Jersey
$203K +$193K +10,500 +3,804%
AC
767
Apella Capital
Connecticut
$203K +$198K +10,770 New
CA
768
Carson Advisory
Georgia
$203K +$199K +10,800 New
SFP
769
Sterling Financial Planning
New Jersey
$202K +$773 +42 +0.4%
CIM
770
Chapman Investment Management
California
$201K +$196K +10,680 New
AC
771
Alley Company
Illinois
$201K +$197K +10,686 New
CPP
772
Capasso Planning Partners
South Carolina
$200K +$196K +10,644 New
FCA
773
FinTrust Capital Advisors
South Carolina
$199K – – –
AFG
774
Albion Financial Group
Utah
$199K +$552 +30 +0.3%
RA
775
Resolute Advisors
California
$191K +$662 +36 +0.4%