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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
751
TFO Wealth Partners
Ohio
$118K – – –
SWA
752
Sutton Wealth Advisors
Florida
$109K +$144 +9 +0.1%
MWA
753
Moser Wealth Advisors
Washington
$103K +$48 +3 +0%
PFSC
754
Peoples Financial Services Corp
Pennsylvania
$102K – – –
SPIA
755
Steward Partners Investment Advisory
New York
$100K +$915 +57 +0.8%
BW
756
Bison Wealth
Georgia
$98K +$48 +3 +0%
Citigroup
757
Citigroup
New York
$96K -$915 -57 -0.9%
TF
758
Tompkins Financial
New York
$96K – – –
PCFFS
759
Pacific Center for Financial Services
California
$95K +$819 +51 +0.8%
LB
760
Legacy Bridge
Iowa
$91K – – –
HPC
761
HM Payson & Co
Maine
$86K – – –
CFGS
762
Concourse Financial Group Securities
Alabama
$83K – – –
TSWM
763
Tyler-Stone Wealth Management
Ohio
$78K – – –
RWM
764
Raffa Wealth Management
District of Columbia
$77.4K – – –
CWAF
765
Core Wealth Advisors (Florida)
Florida
$70K +$66.9K +4,170 +732%
First Manhattan
766
First Manhattan
New York
$67K – – –
ME
767
McIlrath & Eck
Washington
$67K – – –
FPB
768
First PREMIER Bank
South Dakota
$67K +$2.7K +168 +4%
HR
769
Howe & Rusling
New York
$60K +$7.17K +447 +12%
EW
770
Evoke Wealth
California
$59K -$230K -14,307 -78%
CAAS
771
Capital Asset Advisory Services
Michigan
$59K +$144 +9 +0.2%
BWM
772
BerganKDV Wealth Management
Minnesota
$57K +$6.31K +393 +11%
Jones Financial Companies
773
Jones Financial Companies
Missouri
$55K +$59.8K +3,723 New
CWM
774
Cedar Wealth Management
California
$53K – – –
GWS
775
Glassman Wealth Services
Virginia
$53K – – –