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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
751
PDS Planning
Ohio
$263K +$23.7K +1,368 +9%
AFA
752
American Financial Advisors
Georgia
$262K +$11.6K +669 +4%
FSWA
753
Financial Synergies Wealth Advisors
Texas
$261K +$104 +6 +0%
FIA
754
Foundations Investment Advisors
Arizona
$261K +$272K +15,720 New
LWM
755
Liberty Wealth Management
California
$261K +$2.44K +141 +0.9%
Qube Research & Technologies (QRT)
756
Qube Research & Technologies (QRT)
United Kingdom
$260K +$248K +14,355 +1,090%
ACP
757
Aveo Capital Partners
Colorado
$260K -$207K -11,964 -43%
WTC
758
WhitTier Trust Company
Nevada
$255K +$52 +3 +0%
ONSWM
759
Old North State Wealth Management
North Carolina
$254K +$1.04K +60 +0.4%
OIA
760
Optimum Investment Advisors
Illinois
$252K – – –
BFM
761
Broadview Financial Management
Wisconsin
$248K +$986 +57 +0.4%
LWM
762
Ledge Wealth Management
Minnesota
$245K – – –
UB
763
UMB Bank
Missouri
$244K – – –
FA
764
Fiduciary Alliance
South Carolina
$243K -$3.01K -174 -1%
EW
765
Element Wealth
Mississippi
$242K +$35.9K +2,073 +17%
WP
766
WealthShield Partners
North Carolina
$241K -$5.04K -291 -2%
VCM
767
Versant Capital Management
Arizona
$239K +$883 +51 +0.4%
CGPCS
768
Capital Group Private Client Services
California
$239K +$831 +48 +0.3%
BAWC
769
Boyce & Associates Wealth Consulting
Texas
$238K +$52 +3 +0%
JPWM
770
Jamison Private Wealth Management
Georgia
$237K +$246K +14,238 New
CWM
771
Connecticut Wealth Management
Connecticut
$236K -$11.7K -678 -5%
AWC
772
Adamsbrown Wealth Consultants
Kansas
$234K -$30.4K -1,758 -11%
CIA
773
Capital Investment Advisors
Georgia
$234K +$244K +14,088 New
GLLW
774
Graves Light Lenhart Wealth
Virginia
$233K – – –
PK
775
Pflug Koory
Nebraska
$231K -$7.01K -405 -3%